Andrea V Burckhard LUTCF, CAP, CLTC, RICP Agent with New York Life

06/15/2026

Did you know there’s a way for businesses to share the cost of life insurance with employees — helping retain talent and provide lasting protection for their families? It’s called a split-dollar life insurance arrangement. Employers and employees share the premiums and benefits of a life insurance policy, creating flexibility that can serve as both a reward and a retention strategy. Learn more about how split-dollar plans work and whether they could be a good fit for your business in this article.
https://bit.ly/49XKPRY

06/12/2026

Carrie's friend worked as a financial professional; surely, he was covered.
Nautilus Member Carrie Hall's college friend was a financial professional. Carrie had never talked to him about life insurance – surely someone as knowledgeable as Mike would have taken care of his family on his own. Watch this compelling video to see how Mike's situation played out and then let’s talk about securing your own family's future.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4fG3uW0

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/10/2026

“The first life insurance death claim I delivered was to my mom, for a policy I wrote on my dad’s life.” Listen to Nautilus Member Gib Surles share his personal story about how this experience, early in his career, made an impact on how he views his role and the value of life insurance.

06/08/2026

How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents? Read this article from The Nautilus Group to learn about three basic strategies that can help to eliminate or minimize estate and transfer taxes, and then let’s talk about which strategy might be optimal for your specific circumstances. The Nautilus Group®️ is a service of New York Life Insurance Company.

06/08/2026

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06/05/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

06/04/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

06/02/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

06/01/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.