Yahweh Khao Sok, Financial Services Professional with NYLIFE Securities LLC

08/08/2025

Are investors truly moving away from U.S. assets? Or just adjusting to a new global landscape? New York Life Investments’ Global Market Strategy team digs into the latest Treasury auction results, a weakening U.S. dollar, and rising global diversification trends to uncover what’s really driving capital flows.

The team’s series on sovereign debt sustainability continues, this week with a focus on China.

08/07/2025

While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structure and social connection.

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure and social connection.

08/06/2025

Black Business Month is about supporting Black-owned businesses and strengthening relationships to the communities they serve. Reach out to learn how insurance, retirement, and employee benefit strategies can give your business and employees a helping hand.

07/30/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4md9ENc to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

07/29/2025

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

07/28/2025

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

07/25/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/3GI2l1b

07/24/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/44KlOaz

07/23/2025

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

06/16/2025

Many non-spouse beneficiaries cash out inherited annuities—and pay the tax price. Stretching distributions can ease the tax hit and keep more of your assets working. At New York Life, we strive to simplify the annuity conversation. Let’s talk, I’ve got resources that can help explain.

06/13/2025

Trusts and annuities can be a complex but powerful combo. A trust can own an annuity, but it’s not always simple. Tax rules vary, and the structure matters. At New York Life, we’re committed to making annuities easier for you. Need a guide for when a trust could make sense for you? Talk to me, I’ve got one.

06/12/2025

Remember, total health includes physical, mental and financial well-being. Strong finances reduce stress and support a healthier life. Let’s create a strategy for your future so you can focus on what matters most. Start today!