Alexis Mallaret, Registered Representative with Nylife Securities LLC

01/01/2024

In their 2024 outlook, the strategists at New York Life Investments encourage investors to choose their own adventure. This episode of the Market Matters podcast explores scenarios for 2024, along with the actionable investment ideas that can help investors navigate the coming year confidently.
https://bit.ly/47ezfO5

01/01/2024

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

08/04/2023

Retirement income from 401(k), pensions, and Social Security is generally taxable but there are notable caveats for Social Security and Roth IRA accounts. Here is what you need to know.

Retirement income from tax-deferred 401(k)s or Traditional IRAs is taxable, as is pension, annuity & Social Security income. Roth IRA income usually isn’t taxable.

07/14/2023

Learn what the new bull market means for you, your investments, and how it may affect your retirement.

If you’re a normal human being you’re just trying to live your life, and you use the stock market just to make yourself richer and save for your retirement....

02/06/2022

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prepare, I can help you put a strategy in place to help ensure you have the best retirement possible.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

02/01/2022

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.

01/27/2022

Caregiving for a spouse can be a taxing experience for any couple. Here are some ways you can be prepared ahead of time.

Being a caregiver for a spouse can be emotionally,physically, and financially taxing. Learn from New York Life what you can do to help prepare for the road ahead.

01/22/2022

Depending where you are in your career, sometimes a mini-retirement can be a life-affirming break. But it does come with risks. Here are some things you should consider before making any sudden moves.

What is a mini-retirement and should you plan one? Learn from New York Life how you can take a renewing break from working life with a mid-life retirement.

01/17/2022

Helping to build better futures for others is a great legacy to leave behind. If you're thinking about donating to charities as beneficiaries, here are some things to consider.

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

01/12/2022

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

Going back to work after retirement shouldn't be a back up plan. Learn about your other options from New York Life and enjoy this rewarding period of your life.

01/07/2022

As you get further along in your career, preparing for retirement becomes a greater focus. These tips can help you along the way, but please get in touch if you'd like some professional guidance.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

01/02/2022

When you're a grandparent, a bright future of opportunity can be the best gift you can give to your grandchild. Contact me to learn how New York Life can help you pay for your grandchild's future education and set them up for a world of possibilities.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.