Ai Zhu Li, Licensed Agent with New York Life

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/14/2026

Did you know that 2026 will mark the 172nd consecutive year New York Life has paid a dividend to eligible participating whole life policyowners? Best of all, it will be the largest dividend payout ever declared by our company.

Reach out to me today, and let me tell you more 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.

09/14/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

08/24/2026

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

08/24/2026

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly cost of your cell phone service. Just call me for your personalized quote.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

08/24/2026

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/4wSgugQ
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.

07/30/2026

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/4yMNkRF
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/27/2026

Planning for the unexpected is crucial in business, yet so many overlook it. Watch Lisa and Mark’s story to see how securing your business’s future starts with proper succession planning today. Don’t wait for the unexpected.

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07/27/2026

Protecting your family doesn’t have to be a grind. In fact, you can get $1 million of dependable term life insurance for less than a daily cup of coffee. Contact me today and let me show you how easy it can be to fit this coverage into your budget.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.