Kurt Morgan LUTCF

08/10/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

08/10/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

07/12/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

07/11/2026

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns and affordable living in 1976.

07/10/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

06/15/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

06/15/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

06/15/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/04/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.