Carlo Mantica

08/28/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

08/26/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

08/24/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer: newyorklife.com/products/insurance/whole-life?marketerNumber=0209642

08/21/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

08/19/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/17/2026

When is the right’ time to invest?

Dollar cost averaging helps take the guesswork out of timing by investing consistently over time, no matter what the market is doing. You can do that through our variable annuities. See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time.

Plan for your future with confidence—backed by trusted guidance from New York Life. Explore our life insurance and financial solutions.

08/14/2026

Health risks don’t end at retirement. Thoughtful planning can help you be better prepared for challenges such as rising healthcare costs or long-term care needs.

Many individuals may spend years managing health conditions later in life, making these considerations an important part of long-term financial security.

Let’s talk about how planning ahead can help you feel more confident about your future.

08/10/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

08/07/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!