Denise Davis, Financial Services Professional with Nylife Securities LLC

06/10/2026

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a parent in their 90s without them knowing.

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.

06/09/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 rate of 2.8%.

06/08/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/05/2026

When you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.

06/04/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

06/02/2026

Love often shows up in the small, thoughtful moments—the ones that guide, support, and steady the next generation.
I help families turn today’s dedication into tomorrow’s opportunities for the people they care about the most.
Let’s talk about what that could look like for your family.

05/28/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

05/27/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

05/26/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

05/26/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/3Rwlwjt