Stephan Edwards-Thomas, Licensed Agent with New York Life

09/07/2026

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

09/06/2026

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

09/05/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

09/04/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

09/03/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

09/02/2026

It's a whole new world off base, and "retirement" means something different for those who have served. Here are some things future military retirees should consider to ensure a smooth transition.

It's a whole new world off base, and "retirement" often means something different for those who have served.

09/01/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

08/31/2026

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

08/30/2026

If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.

08/29/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.