Samuel Sherman FSCP, Registered Representative NYLIFE Securities LLC

09/14/2026

Calling inflation an “unfair burden,” Federal Reserve Chairman Kevin Warsh on Tuesday reiterated his call for “regime change” at the central bank.

The stock market has boomed on AI euphoria, while the trajectory of the U.S. economy has been more tepid, economists said.

09/14/2026

As your retirement years draw closer, you may want to consider ways to pursue your personal interests as a second act career.

09/14/2026

Blended families face unique challenges when it comes to estate planning. The dynamics of bringing together children from previous relationships can introduce complexities around financial decision making and inheritance. Watch Roger’s story to learn how, with careful planning, these potential conflicts can be avoided, ensuring that everyone involved feels valued and secure. Then, let’s work together to create a tailored plan for your family’s unique needs and ensure a fair, balanced, and thoughtful legacy.

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09/14/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer: newyorklife.com/products/insurance/whole-life?marketerNumber=0175915

09/14/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

09/14/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/14/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/14/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

09/14/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/11/2026

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.