Matthew Doucette, Licensed Agent with New York Life

11/02/2026

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable

10/29/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

10/27/2026

Required minimum distributions (RMDs) generally increase as we age, which means retirement withdrawals and tax obligations may change over time. Planning ahead can help reduce surprises and create greater flexibility later in retirement.

If you'd like to better understand how future RMDs may affect your retirement income strategy, let's connect.

10/22/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/20/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/15/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/12/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

10/07/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4hKrW7V

10/05/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

10/01/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.