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Sam Clyatt, CLU®, ChFC®, AEP, CAP

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    • How Long Should You Keep Financial Records?
    • Avoiding Probate
    • Consider a Bond Ladder for Rising Interest Rates
    • Working While Receiving Social Security Benefits
    • Planning to Quit Your Job? What to Know Before You Go
    • ETFs Are Gaining on Mutual Funds: Here’s Why
    • Key Retirement and Tax Numbers for 2022
    • When Two Goals Collide: Balancing College and Retirement Preparations
    • If You Don’t Have a Will, You Probably Should
    • 401(k) and IRA: A Combined Savings Strategy
    • Charitable Giving Can Be a Family Affair
    • Should You Speed Up Your Retirement Plans?
    • Balancing Medicare and Work-Based Insurance
    • Women Face Challenges in a Post-Pandemic World
    • Do You Have a Tax-Smart Withdrawal Strategy?
    • Four Reasons to Review Your Life Insurance Needs
    • Grandparent 529 Plans Get a Boost Under New FAFSA Rules
    • A Map for Your Family

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    • Building Cash
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Sam Clyatt is an agent 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 Tennessee, Georgia, and North Carolina.  No insurance business may be conducted outside these states referenced.

Sam Clyatt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency and a New York Life company.  In this regard, this communication is strictly intended for individuals residing in the states of Tennessee, Alabama, Florida, Kansas, New Hampshire, New York, and South Carolina.

*Sam Clyatt is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company, offering advisory services in the states of Tennessee, Kansas, and New Hampshire.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither Eagle Strategies LLC, nor Sam Clyatt offers tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional before making any decisions.


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