Brent Petersen, Agent | New York Life

07/23/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

07/14/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3SRLX3R to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

05/08/2026

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

05/07/2026

It’s hard to believe—but more than 100 million U.S. families don’t have the financial protection they need.¹ At New York Life, we have the tools and resources to help you create a clear, personalized strategy so you can move forward with confidence and security—prepared for whatever’s next. Let’s make sure your family is ready for the unexpected and set up for the life you imagine.

¹MoneyGeek, Life Insurance Statistics, 2024
https://bit.ly/48QJX0S

04/30/2026

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

01/17/2026

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

01/09/2026

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement is essential. Let’s talk about your retirement goals and how annuities can provide guaranteed income for essential expenses.

12/04/2025

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.

The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.

12/01/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

11/27/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.