Leslie Cowdrey, Financial Services Professional with Nylife Securities, LLC

06/13/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/12/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

06/11/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4vJnb3T

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/01/2026

Do you have a will in place?

One of the things I’m excited to offer clients is access to LifePlan — a complimentary resource that helps organize important documents and put wishes in writing for the people you care about most.

This free resource includes tools for things like wills, powers of attorney, healthcare directives, document storage, and more — all in one secure place. It's a simple way to bring a little more clarity and organization to the future.

If you'd like access or just want to learn more, feel free to reach out!

05/29/2026

This morning, we had the privilege of helping Brian Morton, and the team at Champion Mechanical in Benbrook, enroll in a benefit that many employees don’t realize is available to them.

A benefit that can:

• Provide protection
• Create long-term value
• Support families
• Offer peace of mind

Thank you, Brian, for making your employees a priority!

***** If you are a business owner, and are interested in offering benefits that can help you attract, reward and retain employees, let’s connect for a conversation. Most come at a nominal cost, and can be written off as a business expense. Some are voluntary and come at no cost to the employer.