Wesley White, Financial Advisor

04/21/2026

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.

04/16/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/3QK1D7V

04/14/2026

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

Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

04/10/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

04/06/2026

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/4vk41Cu

10/20/2025

Understanding the different types of life insurance available is crucial for finding the right policy. Discover what type of life insurance will fit your financial goals.

Discover what type of life insurance will fit your financial goals.

10/16/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

08/28/2025

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

08/19/2025

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.38% actual yield) as you strategically enter the market.

Learn about dollar cost averaging and how this investment option can work to your advantage in your universal life insurance policy.

08/11/2025

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/41EGDlF