Lori Davis, Financial Professional with New York Life

Lori Davis, Financial Professional with New York Life Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insuran

ce Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

520 Broadhollow Road, Melville, NY 11747

College tuition fees can seem prohibitive, but don't let advertised prices stop you from applying. Your real focus shoul...
04/10/2026

College tuition fees can seem prohibitive, but don't let advertised prices stop you from applying. Your real focus should be comparing net costs after grants and scholarships.

Dating dealbreakers abound when it comes to finances, finds a new NerdWallet survey.
04/09/2026

Dating dealbreakers abound when it comes to finances, finds a new NerdWallet survey.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
04/08/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
04/07/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

04/06/2026

Here’s what you should know about the hidden economic value of unpaid work.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health cover...
04/05/2026

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states — especially in the southern US.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states, a new analysis found.

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars...
04/04/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
04/03/2026

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.

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or...
04/02/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going we...
04/01/2026

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust sett...
03/31/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

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520 Broadhollow Road
Melville, NY
11747

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