Gaitan Strategic Group LLC

04/16/2026

The road to retirement is different for everybody, but when you have the right guide, the journey can be a lot easier. At New York Life, we understand the unique challenges facing the LGBTQ+ community and can help you navigate your journey while building financial security for your golden years. Reach out and let me help you build a retirement strategy that's right for you.

Are you saving enough for retirement? Use our retirement savings calculator to help find out how much money you should save for retirement.

04/13/2026

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.

04/10/2026

Finding your soulmate was a dream come true. Now let’s focus on your dreams for the future. No matter how much—or little—you and your partner have saved so far, I can work with you to help you achieve your happily ever after. Check out these tips to start, and when you have a moment, let's chat.

There's plenty to discuss after your wedding, including your financial future. Learn from New York Life about post wedding financial planning and budgeting.

04/10/2026

Starting a family is a priority for many couples in the LGBTQ+ community. But before you start preparing the nursery, it's important to prepare financially. As a New York Life financial professional, I'm proud to have helped countless LGBTQ+ families prepare for the changes a new child brings. Reach out, and let's prepare together.

You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

04/09/2026

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.

04/08/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

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04/07/2026

Social media can be a great resource for tips and advice. But when it comes to your financial security, it never hurts to follow up with a trusted professional. Whatever your goals for the future may be, I can provide customized guidance to help you in your journey. Reach out, and let's talk.

04/06/2026

Knowing the difference between active and passive investing can help you choose a strategy that works best for your portfolio. https://bit.ly/4tBgvE1

04/03/2026

Many non-spouse beneficiaries cash out inherited annuities—and pay the tax price. Stretching distributions can ease the tax hit and keep more of your assets working. At New York Life, we strive to simplify the annuity conversation. Let’s talk, I’ve got resources that can help explain.