Shawn Carpenter, Chase Relationship Banker

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

02/18/2023

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

02/09/2023

Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and support. That's why I'm here. Read these tips to get started and reach out if you need more guidance.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

02/08/2023

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

02/07/2023

Love is one of the main reasons why people buy life insurance. Whether you love your spouse or partner, your children or grandchildren, your parents or a favorite charity, life insurance is for anyone who loves.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/26/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

01/25/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

01/24/2023

Learn more about what’s currently shaping the markets.