Josue Hurtado, Licensed agent with New York Life

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/06/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

07/29/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

07/27/2026

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an important role in your overall financial strategy.

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.

07/24/2026

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

07/22/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

07/20/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

07/10/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

07/08/2026

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions on inherited property, including the tax basis upon death.

07/06/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.