Lisa Barcy, Financial Services Professional with Nylife Securities LLC

08/31/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/28/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/26/2026

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.

08/24/2026

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.

08/14/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

08/12/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

07/31/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/29/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.

07/27/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

07/24/2026

By evaluating Whole Life as a financial asset in your portfolio, its role expands from protection to potential. Learn how it might become a key piece in completing your financial picture, providing stability and peace of mind in this article.

Explore how whole life insurance can protect, grow, and add tax-advantaged liquidity to your plan, an often overlooked asset that supports long-term goals.