Joseph Addison, Agent with New York Life

12/12/2024

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the results of a recent survey.

The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them.

03/27/2023

A NerdWallet survey reports retiree-hopefuls plan to leave full-time work at age 57. If you’re interested in doing the same, then take these steps to retire 10 years earlier.

A new NerdWallet survey finds that retiree-hopefuls plan to leave full-time work at age 57, on average. Here’s how you can bow out of the workforce a decade early.

10/28/2022

When you set out to improve the lives of others, you improve your own as well. Learn how the New York Life Foundation is creating meaningful change in the community through their philanthropic work and the work of their partners.

Discover how the mission of the New York Life Foundation is impacting communities and helping to improve the lives of children and their families.

10/27/2022

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

10/26/2022

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

Playing retirement catch up isn't easy. Learn how to start planning for retirement late with these steps and considerations.

10/20/2022

As your family grows, you need a financial foundation that will grow with it. Iʼm here to help you create a strategy that can evolve with your familyʼs needs.

10/12/2022

Any trick or treater knows that to get the best haul, you need to visit a lot of houses. The same is true for your investments. This , learn how you can better diversify to ensure your future has more treats than tricks.

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

10/10/2022

In times of market volatility, people tend to make financial decisions based on emotions. That's why it's important to keep your focus on the long term. Read these tips and start putting market volatility to work for you.

Description Market volatility can work – committing to concentrating on your long-term goals and financial plan is key.

09/24/2022

Over the income threshold for student loan forgiveness? Here are some steps you can take to get relief.

President Biden's student loan forgiveness plan caps incomes at $125,000 or $250,000. If you don't qualify, what other options do you have?

09/23/2022

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.

09/22/2022

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.

09/22/2022

With the right guidance, life insurance can be a simple and efficient way to transfer wealth from one generation to the next. Matt Pate of the Nautilus Group, a service dedicated to supporting New York Life’s premier agents and clients, explains more.

Matt Pate, the Department Head of Nautilus Plus at the Nautilus Group, discusses the value of Life Insurance as a generational wealth transfer tool.