Landon Wilson, Agent with New York Life

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4yS6oga

If you have questions about your own beneficiary choices, send me a message.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4yn7VuA

If it gets you thinking about your own plans, send me a message.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4AFV60J
If this sounds like you, or someone you know, send me a message and let's talk.

09/23/2026

Nobody at Dave's funeral recognized the guy in the back row.

His name was Liam.

They met 13 years ago, 3 a.m. in a hospital cafeteria, the night Emma was born.

Hit it off. Talked till sunrise. Agreed to grab coffee next month.

Then the month after that. And the one after that.

Turned out Liam lived four houses down. Dave had driven past him for years and never noticed.

A few years in, the guys found out.

At the neighborhood cookout, they wouldn't let it go.

"Dave, how's your little coffee date going? You and Liam picking out curtains yet?"

None of them had ever met him. Didn't want to.

The neighbors talked. Heard he was a lot to deal with.

And his posts on the neighborhood page?

Brutal.

"Friendly reminder" about trash cans. Every week.

A 400-word post about the HOA fence policy.

"We don't need Liam, man. We've got a good thing going."

Around year six, Dave felt the pressure to stop showing up.

Then he'd remember that night in the cafeteria. Scared new dad, and a stranger who sat down and stayed.

So he kept going.

Liam never made it weird. "See you next month."

Year nine, Dave got sick.

He fought it for four more years before he passed.

The week after the casseroles stopped, Liam knocked on the door.

He sat with Dave's wife at the kitchen table for about an hour.

Liam took care of the house.

The height marks on the pantry door weren't going anywhere.

He took care of Emma's college too.

Her mom could finally grieve without worrying about what came next.

On his way out, Emma caught him on the porch.

"Dad talked about you all the time. Why'd you show up? Why'd y'all get coffee every month all those years?"

"So I'd be here when he couldn't."

The guys heard what Liam did.

First of the next month, three of them were sitting across from him with a cup of coffee.

Nobody said a word about curtains.

09/22/2026

His money has been working longer than he has.

He once turned down a bonus.
Asked for equity instead.

He has never bought a liability he couldn't rent out.

His rental property has a rental property.

He reinvests his dividends.
His dividends reinvest theirs.

He has so many income streams, the Environmental Protection Agency wants a word.

He insured his income before he earned it.

The President's security team calls his principal for advice.

Compound interest asked him for advice.
He said, "Give it time."

Now he takes naps and wakes up with dividends.

His tenants pay rent early… out of respect.

When he goes on vacation, his income clocks in.

When he retires, nothing will change.

He'll just stop showing up.

Stay passive, my friends.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/01/2026

I'll spend close to $68,000 over the next 30 years and hope I never see that money again.

The only way it comes back is if I'm not around to spend it.

So I don't want a dollar of it.

Thirty more years of payments. No refund. No receipts. That's fine by me.

People tell me it feels like money down the drain if you never use it.

That's backwards.

The day it pays out is the day I lost.

It's there if my family needs it. I just don't ever want them to need it.

The house paid off. College handled. Lauren able to step back from work and just be with the girls instead of figuring out how to do both.

Every payment is a bet that I'm going to be at the table for all of it myself.

And if I lose that bet, the four of them don't lose anything else on top of it.

My girls will inherit a lot of things from me.

This is the one I hope they never have to.

09/01/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

08/25/2026

Your advisor didn't come up with any of it.

Neither did Ramsey, or the book on your nightstand.

God wrote the core principle money rules first to show us financial freedom.

1. GIVE FIRST
"Honor the Lord with the firstfruits."
Proverbs 3:9

- Generosity comes off the top, before the bills get their turn.

2. GET OUT OF DEBT
"The borrower is slave to the lender."
Proverbs 22:7

- Carry $20,000 at 22% and you hand the bank $4,400 a year to stand still.

3. SAVE FOR THE LEAN YEARS
"Store up grain in the good years."
Genesis 41

- Joseph banked seven years of surplus against seven years of famine.

4. COMPOUNDING
"Whoever gathers little by little will increase it."
Proverbs 13:11

- Thirty years of boring beats every option play you'll ever make.

5. DIVERSIFY
“Divide your portion among seven, or even eight.”
Ecclesiastes 11:2

- You don’t know which sector breaks. Spread it out.

He tells us what to do with it.
He also tells us what not to.

6. FEAR
"I was afraid, and I hid your talent in the ground."
Matthew 25:25

- $100,000 sitting in checking since 2020 buys about $80,000 worth of life today.

7. WANTING MORE
"I will tear down my barns and build bigger ones."
Luke 12:18

- He died that night. The barn always needs to be bigger.

Money is the one thing everyone wants more of and nobody gets to keep.

Handle it like it was never yours to begin with.