New York Life - Kyle Olson, Licensed Agent

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/47RUp7T

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.

03/12/2026

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/4bEo7iJ

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

03/04/2026

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

03/02/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

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/4rEt8O5

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.

02/20/2026

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

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/3OizALN

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.

02/05/2026

For LGBTQ+ business owners, success means so much more—for your community, for your employees, and for your own heart and soul. As a New York Life financial professional, I can provide customized solutions to help protect and grow your business. Reach out today and learn more about how I can help.

Learn how small business insurance from New York Life can protect business owners and their employees with a variety of solutions and services.

02/02/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/4bef4W2

Want to talk about building a savings approach that actually fits your life? Let's connect.