Alan Flota, Agent with New York Life

06/04/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:
https://bit.ly/4ubz8y5

06/02/2026

Many of the most common sources of retirement income are taxable. Diversifying with sources of tax-free income may help lessen your tax hit in retirement. https://nyl.co/3QeYAVy

05/28/2026

Ever considered if your employee benefits could do more? What if your coverage stayed with you for life, and not just while you’re at your job? With employee benefit products from New York Life, you’re in control. If you’re seeking a simple, straightforward application process—with no questions asked—watch this video and get in touch today.

05/26/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4fsmFCH

05/21/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

05/19/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
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05/14/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

05/12/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem—unless you’ve planned ahead to build flexibility into your plan. Want to talk about how we do it? Get in touch.https://nyl.co/4trHGR1

05/07/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.