Rui Chen, Agent with New York Life

04/18/2026

Did you know, you can complete your Estate Planning completely FREE of charge?

01/30/2026

A provision that made student-loan forgiveness tax-free is expiring in 2026. It could put borrowers on the hook for thousands of dollars in taxes.

01/29/2026

If the thought of tax season coming and possibly undergoing an IRS audit fills you with anxiety, you’re not alone. The fact is that audit anxiety is real. Here’s how you can help lessen the stress.

Tax audit anxiety can feel like a wild beast. Here’s how you can help tame it.

01/28/2026

There are strategies for obtaining the lowest possible mortgage rates, such as buying down your rate. Learn how to get the lowest rates in the 2026 market.

10/27/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

10/24/2025

Thoughtful planning can transform lives. Take Christopher’s family - they created a special needs trust to ensure his care would continue, even as his family’s ability to provide direct support was reduced. The trust protected his eligibility for government benefits while covering extra needs like therapy, medical appliances, vacations, and more. Watch his story to see how funding the trust with tools like life insurance gave his family peace of mind, knowing his future was cared for. If you’re ready to start planning to ensure your loved one with special needs is supported for years to come, let’s talk.

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10/24/2025

Life can be unpredictable. This story of Daniel, the sole owner of Horizon Construction, and his wife, Rachel, is a poignant reminder of how life insurance can play a crucial role in securing your family's future. Don't leave your family's future to chance. Watch Daniel’s story and then let's connect to discuss how to safeguard your family's well-being and ensure your legacy is one of security and stability.

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10/22/2025

Anthony and Allison built their family’s wealth through years of hard work, growing a real estate portfolio of nine LLCs. The challenge? Passing their success to the next generation without giving up operational control. Watch their story to learn how they could effectively transfer wealth to their children, secure valuation discounts, and reduce their taxable estate by consolidating their assets, and discover how Family LLCs can preserve and grow your legacy too!

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10/20/2025

Imagine turning small contributions today into a life-changing gift for your favorite charity in the future. Making an impact doesn't always require a big donation upfront. Life insurance offers powerful options to maximize your charitable giving while considering your family's needs. Watch this story to see how families like Mabel’s are using this strategy to create lasting change in their communities, and reach out to learn more about charitable giving strategies that can help you leave a meaningful legacy for the causes you care about most.

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