Brendan Geggatt, Orchard Financial, Wealth Advisor

03/12/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

02/26/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

01/29/2026

Every financial strategy reflects important choices—about cost, certainty, flexibility, and growth. In this educational seminar, industry expert Bobby Samuelson breaks down how life insurance works, from term insurance to permanent solutions including whole life, indexed universal life and variable universal life. He’ll also explain how permanent life insurance cash value can be a component of a financial strategy through death benefit protection, tax advantages, flexibility, and growth potential—helping you make more confident, informed decisions. Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/3MemvCs
Registration Code:102845

01/05/2026

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

01/02/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

12/30/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

12/08/2025

Older adults who aren't yet eligible for Medicare may face the largest increases in health insurance premiums if enhanced ACA subsidies disappear.

Older adults who aren't yet eligible for Medicare face the largest increases in health insurance premiums if enhanced ACA subsidies disappear.

12/03/2025

Celebrating an excellent report card Daddy / Daughter 😎

11/29/2025

Small businesses are the backbone of our communities. As a New York Life agent, I can help you secure the business you’ve worked so hard to build. Together, we can provide your employees and their families with the financial protection they deserve. Contact me to learn more.

Learn how small business insurance from New York Life can protect business owners and their employees with a variety of solutions and services.

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/13/2025

Here are some things to consider before buying a vacation home.

A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home and how to decide if it fits your goals.

10/23/2025

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.

The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.