Barry Bidwell, Agent with New York Life

05/07/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4cVFf4i may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

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.

04/28/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

05/01/2025

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

03/05/2025

The Global Market Strategy team of New York Life Investments reveals 2025's black swan events, from tech breakthroughs to geopolitical tensions. Watch now!

03/03/2025

Learn how the child tax credit for 2024 can potentially earn parents up to $2,000 per child.

For tax year 2024, the child tax credit is worth up to $2,000 for each qualifying child under 17.

03/03/2025

Your IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.

Your 2025 IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.

02/19/2025

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

New York Life can help you identify the insurance, investment solutions, and strategies to make your savings last.

02/19/2025

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance.

09/30/2024

Top savings goals deferred for child-rearing expenses: retirement (28%), education (21%), emergencies (21%)

New York Life’s latest Wealth Watch survey finds that inflation and credit card debt continue to present challenges for everyday Americans, despite some progress.