By Kathryn O’Kane
When it comes to financial planning, are you overwhelmed with all the information and advice out there? Not sure where to start? In November, Certified Financial Planners Gail Linn and William Fischer at Fortis Lux Financial (an office of MassMutual) presented a free seminar – available exclusively to NYWIFT members – covering the key concepts you need to consider to achieve your financial goals.
Here are Gail and William’s five introductory tips to secure your economic future.
- Prepare for the unexpected. Put 6 months of living expenses in a savings account.
- Be aware there are many ways to fund your retirement: 401K, 403b, traditional IRA, SEP IRA, and Roth IRA.
- Understand that no amount is too small. Contributing as little as $25 to your retirement fund from each pay check adds up over time.
- Diversify. From stocks and bonds to size and growth, each allocation is going to react differently to what is going on in the market, meaning you can better weather market fluctuations.
- Consider tax diversification of your retirement investments. Traditional retirement accounts, combined with Roth IRAs and cash value life insurance can add necessary flexibility to your portfolio.
A free financial planning consultation with Gail and William is offered as a member benefit to all NYWIFT members, whether you have just started out in your career or have been working for years and are approaching retirement.
Contact information:
Gail Linn, CFP® & William Fischer, CFP®
Fortis Lux Financial, an office of Mass Mutual
277 Park Avenue, 41st & 44th Floor
New York, NY 10172
212-578-0300
Not a NYWIFT member yet? Join online.
Disclaimer: This information is provided for discussion purposes only, and should not be misconstrued as investment advice.
Kathryn O’Kane is a director and producer of television and commercials, as well as a NYWIFT board member. www.busyk.com
busyk
Related Posts
Meet the New NYWIFT Member: Christine Stoddard
Welcome to NYWIFT, Christine Stoddard! Christine Stoddard is a filmmaker, TV personality, and video artist named one of Brooklyn Magazine’s Top 50 Most Fascinating People. Her latest film is 5 Ways I Didn’t Marry You, directed by Tom Dunn. A 2025 graduate of Columbia Journalism School and the Columbia Painting Intensive, she creates imaginative films, deeply reported TV programs, and playful videos. Currently, she hosts the TV show Don't Mind If I Don't with Aaron Gold. She also runs the YouTube channel Stoddard Says and terrorizes the Internet with her alter ego Art Bitch. Her feature film, Sirena's Gallery, is streaming on Amazon and Tubi and was featured in The Brooklyn Rail. As founder of Quail Bell Press & Productions, her film and theater projects have been recognized by the Foundation for Contemporary Arts, the Puffin Foundation, the Brooklyn Arts Council, and other organizations. Get to know Christine, her roots in the film industry, and her experiences as a TV host!
READ MOREMeet the New NYWIFT Member: Andrea Frierson
Welcome to NYWIFT, Andrea Frierson! Two-time Helen Hayes Award nominee Andrea Frierson is a Dramatists Guild Fellow, a NYSCA grant recipient, and a Library of Congress Award-winner (Ethnographic Research, American Folklife). Her plays and musicals have been produced by Lincoln Center Theater and the York Theatre Company in NYC, among others. As an actor, her Broadway productions include: The Lion King, Once on This Island, Bring in ‘Da Noise/Bring in ‘Da Funk, Eubie!, For Colored Girls, Marie Christine, and Julie Taymor’s Juan Darien: A Carnival Mass. Television appearances include: Quantico, Pose, Red Oaks, Elementary, and Harlem. Andrea was a series regular on the Nickelodeon TV series, Allegra’s Window. In our interview, Andrea discusses her experiences as a writer, actor, and singer, and her journey writing her memoir.
READ MOREMeet the New NYWIFT Member: Laci Joseph
Welcome to NYWIFT, Laci Joseph! Laci Joseph is a graduating senior at Temple University, earning her B.A. in Film and Media Arts in Spring 2025. She is passionate about production design and visual storytelling, with a focus on African American culture, history, and uplifting marginalized communities. Her creative interests include themes of love, romance, identity, and global exploration. Laci aspires to design for music videos, short films, and documentaries, while also bringing her own passion projects to life. Through her work, she aims to build immersive visual worlds that inspire connection, celebrate culture, and reflect powerful, underrepresented stories. Laci discusses what brought her to film, projects she is currently working on, and the themes she conveys through her work!
READ MORENYWIFT at Tribeca 2025: In Conversation with Victoria Hill
Victoria Hill is no stranger to creating cinematic magic, and her latest project, The Best You Can, premiering at the 2025 Tribeca Festival, is yet another example of her storytelling prowess. As lead producer of and actor in the narrative spotlight film — starring real-life couple Kevin Bacon and Kyra Sedgwick — Hill brings a deeply human story to life, exploring connection, loneliness, and unexpected friendship in midlife. NYWIFT Board Member Gretchen McGowan is one of the film’s executive producers. “When Victoria Hill and Andrew Mann brought Michael Weithorn’s script to us, I thought: we’re all ready for Kyra Sedgwick and Kevin Bacon to appear on the screen together again. This is something the world could use right about now,” McGowan said in a NYWIFT announcement of member projects at Tribeca. With a stellar career that spans producing, acting, and writing across internationally acclaimed films like First Reformed, The Chaperone, and The Secrets We Keep, Hill’s dedication to complex, character-driven stories continues to shine. In this exclusive NYWIFT interview, Hill shares insights into filming on location in NYC, collaborating with industry heavyweights, and her mission to amplify women’s voices through Fibonacci Films.
READ MORE
