Alexis Britton, Financial Services Professional at Nylife Securities LLC

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4ceQPG9

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/24/2026

What do you do if your biggest financial threat is simply having too much of a good thing — money?

03/19/2026

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.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4lmHgsJ

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

03/11/2026

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.

03/03/2026

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing boundaries and taking extreme measures to build a legacy.

You don't have to go to these extremes, but you do have to make sacrifices to save.

02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4aMO9QJ

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

02/25/2026

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

02/19/2026

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/4cDDPeV

02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/3OosyFd

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.