Chad Barnett, Licensed Agent with New York Life Insurance Company

04/02/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

04/01/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/31/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

03/30/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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/4dhEZNq

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