Michael Moss, Licensed Agent With New York Life

05/29/2025

Which is a better choice for you? Probate or a living trust? Learn some of the pros and cons of each.

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.

05/23/2025

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes. Learn about the different kinds of trusts.

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

05/20/2025

Estate planning can be complex and confusing. To help make it easier to understand, here are well thought out explanations, definitions and uses for some estate planning tools.

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

05/19/2025

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

03/31/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

03/29/2025

Paying for college is no easy task, but these strategies may help reduce your costs.

Check out the options you have.

03/26/2025

The Social Security back payments will begin arriving this week for many of the 2.1 million retirees and 770,000 spouses and surviving spouses entitled to payments.

Social Security Fairness Act retroactive checks were sent to over 1.1 million beneficiaries over the last week. Monthly increases will start for most people with their March benefit, which is paid out in April.

03/23/2025

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress. Are you financially on track to retire?

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.

03/22/2025

What is short-term health insurance and how does it work?

Short-term health insurance is temporary health insurance for when you’re in between coverage.

03/21/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account for select whole life insurance products. Speak to me today to learn more. https://nyl.co/4iqP8Y5

03/19/2025

Gaps in financial education, combined with economic pressures and emotional stress tied to money, can mean younger generations are struggling to manage their finances effectively.

Despite growing up in an era of greater financial awareness, Gen Z and millennials still face major gaps in financial education. A recent study by Credit One Bank found that 45% of Gen Z and 50% of...