Malone Kaak , FSCP,Financial Services Professional

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/3O5Qj5l

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.

03/31/2026

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states — especially in the southern US.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states, a new analysis found.

03/30/2026

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter and for official ruleshttps://bit.ly/4bQ2V8l

03/29/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

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/40ri1Mw

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

02/28/2026

Life insurance is a love that transcends language!

02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

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/4cfdUu3

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.

02/25/2026

You had me at life insurance.

02/23/2026

Life insurance is love insurance!

02/21/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!