Channing Goldsmith, New York Life Agent

06/16/2026

Join us for the Macro Balance Strategy Seminar!
Discover how merging asset allocation with tax-diversity can help you build and keep more retirement assets. Learn practical strategies to find financial balance and increase your net spendable retirement income.
Date: June 16, 2026
Time:6:30PM
Location: Virtual
RSVP: Message me for a registration link!
This seminar is for informational purposes only. Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own professional before making any decisions.

06/14/2026

Grief for all of us can be debilitating but for a child who may be unfamiliar with loss, it can be especially difficult. Understanding what grief is and sharing stories can go a long way towards the healing process. New York Life Foundation books can be an effective resource to help children cope using insightful narratives, actionable tips and strategies. Learn more by watching this video.
https://bit.ly/4xt4lQ8

06/13/2026

Many people who experience the death of a loved one find themselves trying to deal with grief at work. Often, the resources to help them cope are not there. In a recent survey by New York Life Foundation, it was shown that employees clearly want more resources to help navigate the bereavement process. Learn more about making a difference in the lives of those who are grieving here.

The 2024 State of Grief Report highlights not only the ongoing need, but also a growing desire, for holistic help and support for those experiencing grief in workplaces, schools, and communities.

06/12/2026

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

06/11/2026

As the number of needed caregivers increases, it’s essential to include caregiving in your financial strategy. As a financial professional with New York Life, I can help. Please reach out anytime for more information or to schedule a call.

06/11/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

06/10/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.