Lisa Olsen, Agent with New York Life

11/02/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

10/30/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4iiX9ze

10/30/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4BFfmjG

Registration code: 295433

10/29/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/23/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4z8CkOr

10/21/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/19/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/17/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

10/15/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/13/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.