Shanna Wilson, Financial Services Professional with NYlife Securities LLC

12/31/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

12/23/2024

Healthcare costs can be the wildcard of your budget. One way to manage those costs proactively is by saving to a health savings account or HSA.

Saving for healthcare costs? Learn about HSA contribution limits for 2024 and 2025. Maximize your tax benefits and secure your financial future with this guide.

12/19/2024

The specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

12/17/2024

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed solution can make your family more secure this season, and all the seasons to come.

12/13/2024

AI accelerates innovation by creating a greater likelihood that new efforts will actually solve the desired problem.

In search of more innovation? Surprise, surprise: Artificial intelligence has democratized the pursuit — take advantage of it.

12/11/2024

The lack of financial literacy in the U.S. is leading to older adults living without financial security.

Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, education and more to address it.

12/09/2024

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

12/05/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

12/03/2024

This year, roughly one third of all people receiving holiday gifts will be returning items. While having life insurance is important, having the option to change your policy makes it easier to get what you want. Learn more about how convertible life insurance gives you the opportunity to update term coverage to permanent, and reach out if you want to discuss your options.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

12/02/2024

After decades in the work world, here's how retirees can move beyond their career identities and embrace retirement.

Retiring after decades in the work world can bring up issues related to identity and lifestyle. Here's how retirees can move beyond their career identities and embrace retirement.

11/28/2024

This , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

11/27/2024

Guide to understanding home equity.

Equity is the portion of the home that you own. Knowing how to calculate home equity can help you decide how and when to access it.