A. Lynn Finley, Financial Services Professional with Nylife Securities LLC

09/10/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

09/09/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
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09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/03/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

09/02/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

09/01/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

08/31/2026

If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.

08/28/2026

By evaluating Whole Life as a financial asset in your portfolio, its role expands from protection to potential. Learn how it might become a key piece in completing your financial picture, providing stability and peace of mind in this article.

Explore how whole life insurance can protect, grow, and add tax-advantaged liquidity to your plan, an often overlooked asset that supports long-term goals.

08/27/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

08/26/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.