Shari Sitzmann RICP, CLTC, Registered Representative, Nylife Securities LLC

06/03/2026

~~~ Everything that exists in your life does so because of 2 things: Something you did or Somehting you didn't do~~~
Albert Einstein

06/01/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

05/29/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4e94Sz4

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/28/2026

When Dr. Brown unexpectedly passed away, his family faced challenges beyond grief. Though he was a successful professional, the lack of proper planning left his loved ones struggling to maintain their lifestyle. The cost of education for his children, ongoing household expenses, and future financial goals were suddenly uncertain. Watch Dr. Brown’s story to see why life insurance isn’t just for replacing income, and contact us today to start securing your family’s future and ensuring they can continue the life you’ve worked so hard to provide.

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05/26/2026

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.

05/25/2026

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05/22/2026

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

05/20/2026

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.

05/18/2026

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.