Matt Livingston, Financial Services Professional with Nylife Securities LLC

05/19/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

04/28/2025

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

04/21/2025

Markets have been whipsawed by an intensifying policy storm out of Washington. Businesses and investors alike are stuck in reaction mode, hanging on every headline and press conference for clues on where the next move lands. Amid the noise, one question keeps resurfacing: why hasn’t the 10-year yield moved lower? Read more in this week's :
https://bit.ly/3EDQY9a

04/07/2025

Whether you're buying a home or preparing to sell, staying informed about real estate scams is essential. Learn how to recognize and prevent the latest real estate scams.

Learn how to recognize and prevent the latest real estate scams.

04/03/2025

Financial knowledge is the key to making confident money decisions. Whether you're planning for the future, managing debt, or building wealth, the right guidance makes all the difference. This , let’s take the next step together—reach out today for a chat about your financial goals!

04/01/2025

Health and wealth go hand in hand. Just like your body needs regular check-ups, so does your financial health. Let’s create a financial strategy that supports your goals, now and for years to come.

03/31/2025

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

03/25/2025

Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.

03/24/2025

U.S. equity markets are experiencing a significant selloff, driven by policy uncertainty. Join the Global Market Strategists at New York Life Investments on Market Matters to understand the key drivers and how to navigate this volatility.
https://bit.ly/4kVq4dj

03/20/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account for select whole life insurance products. Speak to me today to learn more. https://nyl.co/4bN8iVG

03/18/2025

Gaps in financial education, combined with economic pressures and emotional stress tied to money, can mean younger generations are struggling to manage their finances effectively.

Despite growing up in an era of greater financial awareness, Gen Z and millennials still face major gaps in financial education. A recent study by Credit One Bank found that 45% of Gen Z and 50% of...

03/17/2025

Business owners know that retaining key employees is essential for success, but annual bonuses don’t really incentivize employees to stay around for the long term. Watch James’s and Celeste’s stories to see how the effective use of strategic incentive programs backed by life insurance can be a smart, tax-preferred choice that benefits both your employees and your business, and then let’s talk about how a deferred compensation plan could secure your business.

This is "Retaining Key Employees with Deferred Compensation Plans" by The Nautilus Group® on Vimeo, the home for high quality videos and the people…