John M Crowell, Registered Rep with NYLife Securities

01/11/2026

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial strategy. Whether tackling RMDs from traditional accounts or considering Roth conversions, taking a holistic approach will help to minimize tax liabilities, strategize timing for withdrawals, and preserve wealth for the next generation. Read this article to learn more about effective RMD strategies and how we can partner to strengthen our client relationships. https://bit.ly/49iY3Zq

01/10/2026

You see their potential — and you’re determined to give them every opportunity to reach it.
Whether it’s college, career, or discovering their purpose, planning early can make all the difference.
Let’s turn those dreams into actionable steps toward a brighter future. Call me today and let’s get started.

01/09/2026

Your non-cash donation checklist is here. Find out how to get a last-minute tax break before the new 2026 charitable deduction limit takes effect.

We break down the IRS rules for non-cash charitable contributions. Plus, here's a handy checklist before you donate to charity this year.

01/08/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

01/07/2026

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

01/07/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem—unless you’ve planned ahead to build flexibility into your plan. Want to talk about how we do it? Get in touch.https://nyl.co/3LiBVoW

01/01/2026

Wishing you a very happy New Year!

12/31/2025

Mortgage rates are unchanged and still under 7%. Today's national average on a 30-year fixed-rate mortgage is 6.27%, according to Bankrate.

Explore current mortgage rates and what they mean for homebuyers.

12/31/2025

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

12/31/2025

12/30/2025

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.