Reid & Company

11/27/2025

On this Thanksgiving Day, I’m reflecting on what I’m most grateful for: the opportunity to serve families, business owners, and professionals who are committed to building their futures with intention.

Thank you to our clients for your trust.
Thank you to our team for your commitment.
Thank you to our partners for your collaboration.

Gratitude is the foundation of good stewardship—and today is a reminder of why we do what we do.

Wishing everyone a blessed and meaningful Thanksgiving.

09/19/2025

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary digital tool—backed by 180 years of New York Life’s knowledge and resources—I’ll help you turn goals into clear, actionable steps. Let’s work together to build the successful future you deserve. Contact me to learn more.

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

06/22/2025

Estate planning is more than just writing a will. Learn about important estate planning documents that can help individuals and families prepare for future needs and unexpected events.

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.

06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

05/22/2025

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.

05/08/2025

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/4k2TQLW

05/05/2025

“I hope my family will never need it. But, if they do, I know they’ll be grateful that I had it.”
– A client I met with last week

That simple statement says it all. Life insurance isn’t for you—it’s for the people you love most.

Most families have taken some steps toward protection. But studies show:
• 38% of households would face financial hardship within 6 months of losing a wage earner
• 30% would struggle within just 1 month

Life insurance is a foundational step in protecting your family’s future. If you’ve been meaning to revisit your coverage, here are three questions worth asking:

✅ Will my family be okay if something happened to me—especially with today’s economic uncertainty?
✅ Is my life insurance keeping up with inflation?
✅ Are there better options to complement the bond portion of my portfolio and add more stability and peace of mind to my overall financial picture?

If any of those got you thinking, let’s talk. I’d be happy to help you review where things stand and where they could be improved.

05/01/2025

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

04/30/2025

"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan