Bobbie.J.Poole-Financial Strategist at New York Life Insurance Company

08/27/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

08/26/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

08/25/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

08/25/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

08/25/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3S6K9Uw
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

07/31/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/45xpI64
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/29/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

07/28/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.