Landon Wilson, Agent with New York Life

06/04/2026

Your dog can be your best friend.

Your boss can be your mentor.

Your barber can be your therapist.

Your coach can be your second dad.

Your neighbor can be your golf buddy.

Your kid can be your alarm clock at 5am.

Your brother can be your wingman.

Your mom can be your accountant.

Your grandpa can be your history teacher.

Your pastor can be your counselor.

One person, two roles. Happens every day.

All of those can be true.

Your employer-sponsored “advisor” is NOT your financial advisor.

They don’t work for you. They work for your employer.

They don’t know your name. They don’t know your kids. They don’t know your goals.

You meet once a year, they glance at your 401(k), and that’s it.

They don’t know your kid starts college in six years.

That you want the lake house in the Ozarks.

That your husband just lost his job.

That you’ve got a $600,000 gap in your life insurance.

That you want to retire at 50 — and your 401(k) is locked till 59½.

They’re not asking. They’re checking a box.

06/03/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4u0aCzO

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/28/2026

Yesterday our team had the opportunity to speak with the team at KHA Accounting.

Really enjoyed getting in the room with a group of CPAs who work closely with business owners and individuals in the middle market.

We talked through strategies around cash value life insurance and where it can fit in planning conversations they may be seeing with their clients.

A few areas we covered:

→ buy-sell planning
→ business continuity
→ key person protection
→ cash value strategies for business owners
→ estate and legacy planning for individuals and families

Always enjoy getting around other professionals, sharing ideas, and talking through strategies that can help serve people in our community better.

Huge shoutout to Jackie Wood for putting this together.

Appreciate KHA Accounting for having us out.

05/21/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

05/21/2026

People told me this industry was too crowded to break into.

Everybody already “has a guy.”
Now AI and ChatGPT can do everything too.

Yet every week we still meet with:
→ DIY investors
→ people using AI to build plans
→ people who already have advisors
→ people convinced they have everything handled

And a lot of them end up becoming clients.

Because they simply didn’t know what they didn’t know.

The missed opportunities.
The blind spots.
The strategies they never knew existed.

And now those SAME people are sending us their friends, family, coworkers, and business partners.

You don’t refer the people you care about most to average.

This is why our first quarter was a record-breaking quarter.

That’s simply a reflection of the value our clients feel from the way we serve people.

05/20/2026

Tom Wheelwright, CPA, author of Tax-Free Wealth, and Rich Dad Advisor used to view whole life insurance the same way most investors do:

“Why would I pay more for whole life when term is cheaper?”

Then his perspective changed.

He talks about this often on his podcast now, specifically around why many business owners and high net worth families use properly structured whole life as a conservative, tax-advantaged asset INSIDE a portfolio.

Not instead of investing.

Alongside it.

Now he talks about how it can provide:
→ liquidity
→ capital access
→ lawsuit protection
→ legacy planning
→ estate efficiency
→ long-term stability

He also compares it to real estate from an asset standpoint:
→ equity builds over time
→ liquidity grows over time
→ tax advantages matter
→ control and access to capital matter

Not every asset is designed to maximize returns.

Some assets are designed to create flexibility, efficiency, and stability alongside traditional investments.

That’s why holistic planning matters.

05/19/2026

This apartment complex roofing project reflects our commitment to delivering durable, high-quality solutions for multi-unit residential buildings.

Built for performance, protection, and long-term reliability.

📞 Call 945-310-7157 for reliable roofing solutions.

05/19/2026

Dave Ramsey says your income is your greatest wealth building tool.

I agree. But your income doesn’t just build wealth.

It funds your life.

So what happens if you lost half your income overnight due to an illness or injury?

Short-term and long-term disability from your employer rarely fill that gap.

Most employer plans only cover:
• 50-60% of your income
• and many only last around 2-5 years

That’s it!!

Now think about your actual life…

The home your family feels safe in.
The school and friends your kids have grown up around.
The college fund you’ve been building for them.

Friday night date nights with your spouse
Saturday morning Chick-fil-A runs before baseball games.
Family vacations.
Summer camps.
Volleyball tournaments.
The Fiji trip you and your spouse always talk about taking one day.

Those aren’t just expenses.

That’s your LIFE.

Now ask yourself honestly…

If your income got cut in half tomorrow… what changes first?

The vacations?
The sports?
The camps?
Cutting back on Christmas gifts?
Date nights with your spouse?
Telling your kids “not this year”?

Take the employer benefits. Use them!!

But quit assuming your employer has fully protected your family.

Checking investment accounts 5 times a day…

but not protecting the ONE thing funding your entire life?

That’s backwards.

Learn more about the difference between short term and long term individual disability insurance from New York Life.

05/18/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.