Smita Shah, Registered Rep with Nylife Securities LLC, Insurance Agent

09/04/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

07/24/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

02/26/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

01/15/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

01/15/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

11/21/2025

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

08/28/2025

How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?

07/17/2025

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

12/06/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

07/08/2024

If you’re managing student loan debt — and especially if you’re struggling to keep up with payments — you may have questions about recent proposals and what they mean for you. Here, frequent questions are answered.

How new government policies might benefit federal student loan holders.