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                          • Easy steps for starting a "surprise" fund
                            • Budgeting for a non-budgeter
                              • 3 reasons the human element is still important for financial guidance
                                • How to get the most out of your extra cash
                                  • Preparing for retirement over the decades
                                    • Having a child this year? Here's how much it will cost to pay for your child's education
                                      • Should you combine your finances after getting married
                                        • Starting a family: the total cost of a baby in 1983 versus today
                                          • 5 things to do after a divorce to help build financial freedom
                                            • 4 ways to cut your tax bill in retirement
                                              • 5 things that trigger your tax planning going from online-only to a tax professional
                                                • Simple ways for small businesses to provide financial wellness programs for their employees
                                                  • How to protect your small business from a lawsuit
                                                    • What you need to know about retirement plans as a small business owner
                                                      • Financial basics for your high school graduate
                                                        • 6 questions to ask a financial professional
                                                          • Market commentary
                                                            Disclosure

                                                            Wilfredo Ortiz is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4411102), CO, FL, MA, MD, NJ, NY, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

                                                            Wilfredo Ortiz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7111 Fairway Dr Ste 301, Palm Beach Gardens, FL, 33418, 833-948-7634. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                                            Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                                            For more information about NYLIFE Securities LLC and its investment professionals.

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                                                            ZF logo with icon
                                                            • Having control over your day to day finances
                                                              • Products
                                                                • Our Services
                                                                  • Tax Resources
                                                                    • Contact Us
                                                                      • Calculators
                                                                        • Articles
                                                                          • Copyright
                                                                            • About Us
                                                                              • Wilfredo Ortiz
                                                                                • Products & Services
                                                                                  • Resources
                                                                                    • Easy steps for starting a "surprise" fund
                                                                                      • Budgeting for a non-budgeter
                                                                                        • 3 reasons the human element is still important for financial guidance
                                                                                          • How to get the most out of your extra cash
                                                                                            • Preparing for retirement over the decades
                                                                                              • Having a child this year? Here's how much it will cost to pay for your child's education
                                                                                                • Should you combine your finances after getting married
                                                                                                  • Starting a family: the total cost of a baby in 1983 versus today
                                                                                                    • 5 things to do after a divorce to help build financial freedom
                                                                                                      • 4 ways to cut your tax bill in retirement
                                                                                                        • 5 things that trigger your tax planning going from online-only to a tax professional
                                                                                                          • Simple ways for small businesses to provide financial wellness programs for their employees
                                                                                                            • How to protect your small business from a lawsuit
                                                                                                              • What you need to know about retirement plans as a small business owner
                                                                                                                • Financial basics for your high school graduate
                                                                                                                  • 6 questions to ask a financial professional
                                                                                                                    • Market commentary

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