Lenora Luckett

09/23/2022

Did you know there are penalties if money is withdrawn from a 529 college savings plan for non-qualifying expenses? Here’s what you need to know about the 529 rules and how you can avoid penalties.

For families that want to help their children pay for school, a 529 plan is a popular savings tool. In 2021, 37% of families used a college savings plan such as a 529 to cover college expenses, according to Sallie Mae’s How America Saves for College Report. A 529 college savings plan has unique b

09/22/2022

You’ve heard the term “strong dollar” throughout your life but if someone asked you to define it, could you? Here’s what you need to know about what a strong dollar means for your finances.

Here's what a slew of economists say about a strong dollar and how it may hurt or help you.

09/21/2022

Even though Gen Z is the most debt-adverse generation, they scored the lowest in a recent financial literacy study by TIAA Institute. This article explores the financial challenges facing Gen Z and how they can make financial literacy their sweet spot.

Being debt-averse is not enough. Gen Z needs to understand the big picture of personal finance and investing if they want to thrive.

09/20/2022

Grandparents: Want to leave a legacy for the ones you love? Learn the differences between a will, trust, and estate, and together we can make sure the legacy you leave lives on for generations.

Avoid complications by planning out your estate today. Learn more about the importance of planning ahead with a will, trust, or estate.

09/20/2022

Single parents deserve all the respect—and help—they can get. While there’s no checklist for what to do when you become a single parent, I can help you with the financial solutions you need to give them the life they deserve.

Read New York Life's complete guide to financial planning for single parents. Find helpful tips for navigating a new and unfamiliar landscape as a single parent.

12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

12/24/2021

Wishing everyone a happy and healthy holiday season!

12/02/2021

Sometimes the best gift doesn't require shipping. Make it easy on yourself this year and get the special kids in your life the perfect gift—one that keeps on giving.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

11/25/2021

Happy ! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them.

When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.