Andrew Coghill, Financial Services Professional with Nylife Securities LLC

06/16/2026

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.

06/09/2026

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.

06/02/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

05/26/2026

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

05/19/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

05/12/2026

Are investors truly moving away from U.S. assets? Or just adjusting to a new global landscape? New York Life Investments’ Global Market Strategy team digs into the latest Treasury auction results, a weakening U.S. dollar, and rising global diversification trends to uncover what’s really driving capital flows.

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP.

05/05/2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

04/28/2026

Health and wealth go hand in hand. Just like your body needs regular check-ups, so does your financial health. Let’s create a financial strategy that supports your goals, now and for years to come.

04/21/2026

Tony Malloy, New York Life’s Chief Investment Officer with 35+ years of financial experience, calls whole life insurance “an incredibly versatile and valuable financial product.” From tax-deferred cash value accumulation to stability through market cycles, his insights are a must-read. Read the Q&A with Tony Malloy here.
https://nyl.co/3ODnX2y

04/14/2026

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.