Paul McKenzie, Agent with New York Life

16/09/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

07/09/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

21/08/2026

Financial success is important to our community’s success. What's your family's top priority right now when it comes to financial security? Let's discuss—share below!

14/08/2026

Our cultural diversity makes our community stronger. What's one Brazilian value that guides your family’s financial choices? Share in the comments!

13/08/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3TV4iNP
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

07/08/2026

Financial decisions shape your family's future. What's the next big financial milestone you're aiming for? I'd love to hear your thoughts in the comments!

01/08/2026

Traditions bring families together—especially around a good churrasco or feijoada. What's your favorite family tradition? Let me know in the comments!

30/07/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4wy2gll
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

21/07/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4wMCkSo
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

04/07/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!