Ana Salazar,Agent Whit New York Life Insurance Company

03/13/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/13/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

02/07/2026

Economic growth across the globe will be highly uneven, in 2026, with some major economies accelerating while others hit the brakes.

Economic growth across the globe will be highly uneven, with some major economies accelerating while others hit the brakes.

02/06/2026

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strategies to help overcome them

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to overcome them.

02/05/2026

Around 1 in 7 Americans hope to buy a home soon and some anticipate using AI in the process, NerdWallet's annual home buyer survey finds.

Around 1 in 7 Americans hope to buy a home soon and many plan to use AI in the process, NerdWallet’s annual home buyer survey finds.

02/05/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

10/04/2025

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary digital tool—backed by 180 years of New York Life’s knowledge and resources—I’ll help you turn goals into clear, actionable steps. Let’s work together to build the successful future you deserve. Contact me to learn more.

10/03/2025

Join me for a power-packed program designed for accountants and attorneys serving clients with advanced business and estate planning needs. Watch this quick video for a sneak peek of this year’s exceptional lineup of speakers and topics. Seats are limited so reach out to me to secure your spot! https://bit.ly/4ns8NJA

10/02/2025

In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on 529 plans and transferring funds to a Roth IRA.

10/01/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

09/30/2025

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes in 2025.

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

09/29/2025

Lessons learned in times of market volatility.

Making thoughtful investments during uncertain times carries less risk than many leaders assume. The bigger danger is missing the opportunities that volatility creates.