E. Mark Lewis, Financial Services Professional - New York Life Ins. Co.

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/3QcjCng

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

04/02/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

04/02/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

04/02/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

03/30/2026

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03/24/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

03/23/2026

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

03/23/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/23/2026

Retirees have many decisions to make, but there’s another form of preparation that many of us don’t consider — protecting yourself from financial abuse. Here’s some things to consider.

How to find the balance between trusting your kids and protecting your money.