Jo Shui, Licensed Agent with New York Life

05/25/2026

Let us remember and honor the brave men and women who lost their lives protecting our country.

05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/12/2026

Don't miss our educational webinar today at 6:30 pm EST regarding college funding planning. To all you multi-tasking parents, if you are interested in the topic but find it challenging to sit down and participate in ANOTHER thing at the end of your day, feel free to just tune in listening as you go about your busy evening. It's a 20-25 minute presentation followed by a Q&A. Enjoy!

05/07/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

04/23/2026

Meet our 2025 Scholarship Winners!

Parents—register your high school junior or senior for the 2026 Golden Futures Scholarship: https://bit.ly/4vS4oV2

Once registered, they’ll complete financial education modules and a short essay to apply.

Deadline: May 31
Start early to give them the best shot!

03/25/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

03/20/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

03/19/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

03/16/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/13/2026

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."