Amy Lucero Financial Service Professional with Nylife Securities LLC

03/05/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

02/12/2026

What do you do if your biggest financial threat is simply having too much of a good thing — money?

07/07/2025

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

06/13/2025

This article addresses what you should know as Congress considers pending estate tax legislation. It also offers strategies for you to consider.

The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.

06/09/2025

To all the dads who work hard, lead with love, and build strong futures—this day is for you! Thank you for all you do.

06/09/2025

If bipartisan legislation reintroduced this week in Congress becomes law, 18-year-olds will have access to workplace retirement plans like 401(k)s.

The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18.

06/05/2025

Some universities waive tuition for families with incomes below a certain threshold. But you'll still need a strategy to cover other costs.

Some universities waive tuition for families with incomes below a certain threshold. But you'll still need a plan to cover other costs.

06/05/2025

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

06/05/2025

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

06/05/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

06/05/2025

Unlock the secret to lasting financial success by adopting the wealth-building habits of a high-net-worth individual.