Michelle Thompson Agent with New York Life

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

12/21/2022

A little work now can make the 2023 tax season one of the easiest yet.

A few last-minute moves — like tax-loss harvesting and boosting contributions to your retirement plan — could make a big difference come April.

12/14/2022

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

11/30/2022

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:

New York Life guides you through buying a home during higher mortgage rates and inflation.

11/24/2022

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.

11/15/2022

Get ahead of rising APRs on your credit card(s) before it's too late with some helpful advice from Kiplinger.

Even for those who pay off their credit card balances every month, knowing your APR is part of keeping good credit habits.

11/11/2022

On , we honor and give thanks to those who bravely serve our country and protect us every day.

11/04/2022

Worried about inflation hindering your dream retirement? Check out these tips from New York Life to help you keep everything on track. If you have more questions, I'm here to help you reach your financial goals.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.