Krishna Pokhrel , AGENT with New York Life

09/08/2026

Did you know that gifting can significantly reduce your estate tax liability while ensuring your loved ones benefit? Watch as Alex and Leigh learn how to effectively leverage their annual gift tax exclusion and provide their children a solid financial foundation, with significantly reduced tax burdens, and let’s explore how these gifting strategies could be used to optimize your financial legacy.

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09/07/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

09/07/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

09/07/2026

Life insurance is key for small business owners.

09/07/2026

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertainty for your family and business!

09/07/2026

Life can be unpredictable. This story of Daniel, the sole owner of Horizon Construction, and his wife, Rachel, is a poignant reminder of how life insurance can play a crucial role in securing your family's future. Don't leave your family's future to chance. Watch Daniel’s story and then let's connect to discuss how to safeguard your family's well-being and ensure your legacy is one of security and stability.

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09/07/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/04/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

09/03/2026

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.

09/02/2026

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.