Simon Friday, Financial Professional with New York Life

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/17/2026

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.

08/13/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4g7aoC7
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4pO8cnD
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4vCUIMF
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4uXoBXJ

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.