Wallene Wealth Strategies

09/08/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/28/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/25/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

08/20/2026

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

07/23/2026

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business stock.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business tock.

07/08/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

07/06/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

06/29/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.