Steve J. Wood, Financial Services Professional with NYlife Securities LLC

09/01/2022

This article highlights how a personal finance expert balances childcare, working from home, and saving enough money to fulfil her financial goals.

Writer Cheryl Lock has been able to save more for her own retirement and her kids' education by balancing childcare and paid work.

08/29/2022

Markets go through cycles, but you don’t want to wait until you’re retired to protect yourself. These strategies can help safeguard your lifelong savings against a recession.

Whether you are already in retirement or gearing up to retire in a couple of years, here are some strategies to safeguard your lifelong savings.

08/25/2022

Learn more about the impending retirement savings tax legislation and its incentives for individuals and employers.

Marie Sapirie examines proposed tax incentives for employer-sponsored retirement plans, and she points out that passage of large retirement savings tax legislation is increasingly likely.

08/22/2022

Want to protect your assets and identity from potential scammers? If so, the AARP Virtual Community Center offers a host of interactive events designed to help you fight back.
https://hearsay.social/3ADVGyV

08/18/2022

Being a caregiver is the ultimate act of love and devotion—but it can take a toll. Explore the AARP Virtual Community Center to find virtual classes that can help rejuvenate your mind and body.
https://hearsay.social/3c5kaI6

08/15/2022

Here is an insightful Guide to Individual Disability Protection by Dr. Michael Finke, which explains the value of disability insurance and how to estimate the amount of insurance coverage necessary to help protect your income. Let’s connect to ensure that your income is sufficiently protected and that you have the right protection strategy in place.

08/08/2022

If you’re thinking about turning to savings bonds to insulate your portfolio from rising inflation, here’s what you need to know about them before making your purchase.

Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.

08/04/2022

Managing your family's finances is a balancing act between budgeting and saving. It's an investment in your future. I can help you develop a financial strategy that meets your needs for today and tomorrow.

08/01/2022

As we grow older our needs change. So, you need a financial strategy with the flexibility to change with you. As a financial professional with New York Life, I can help you prepare for today and tomorrow.

07/28/2022

When it comes to your finances, retirement shouldn't bring a lot of extra work. Leave it to me. As a financial professional with New York Life, I have all the tools I need to help you reach your retirement goals.

07/18/2022

Here’s another good reason to listen to your elders: according to the New York Life Wealth Watch survey, nearly half (46%) of retirees report they began preparing for retirement at age 42 and wish they started earlier over a decade earlier, at an average age of 30.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

07/14/2022

Caring for a loved one is no easy task. Find out from AARP what not to say and how you can help a caregiver. Share your thoughts and comments. https://videos.aarp.org/detail/videos/aarp-top-tips/video/6131699323001/what-not-to-say-to-a-caregiver?autoStart=true