Maurice Carter, Agent with New York Life

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Maurice Carter, Agent with New York Life Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

4435 Waterfront Dr
Suite 400
Glen Allen, VA 23060
(804) 935-5300

CA Lic. # 4044289

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other ta...
10/04/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternat...
10/04/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're...
10/03/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this...
10/03/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-t...
10/02/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/02/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
10/01/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/30/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/29/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/29/2026

Market declines early in retirement can have a lasting effect when withdrawals are involved. Building a strategy that provides income stability may help create greater flexibility when markets fluctuate.

Let's talk about ways to help strengthen your retirement income strategy for the years ahead.

Address

4435 WATERFRONT Drive, SUITE 400, GLEN ALLEN, VA, 3393
Glen Allen, VA
23060

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 9pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Website

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