Alison Harrelson, Agent with New York Life

06/11/2026

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

Test your retirement tax knowledge with our short quiz.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4emLb5P

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/10/2026

The NAIFA Code of Ethics is more than a set of principles—it's a commitment to putting my clients first every day.

As a financial professional, I am entrusted with helping individuals, families, and businesses make important decisions about their financial futures. The NAIFA Code of Ethics reminds us to act with integrity, competence, confidentiality, and professionalism in every interaction.

By adhering to these standards, we build trust, strengthen relationships, and uphold the highest ideals of our profession.

✔️ Put the client's interest first
✔️ Maintain the highest standards of integrity
✔️ Continue professional growth and education
✔️ Respect confidentiality and privacy
✔️ Promote ethical conduct within our industry

Ethics isn't just what we do when someone is watching—it's the foundation of who we are as advisors.

06/08/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

05/28/2026

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/4u2iMaW

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.

05/19/2026

https://www.facebook.com/share/p/1V58WhR881/?mibextid=wwXIfr

05/18/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

05/09/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

05/07/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.