Li Yu, Financial Services Professional with NYLIFE Securities LLC

03/01/2022

It’s no secret that many pre-retirees and retirees may not have enough retirement savings, but this article explores how the Great Resignation could provide solutions to growing your retirement income.

Pre-retirees and recent retirees can significantly improve their financial security by working a few years in retirement, and they may have advantages over younger workers.

02/15/2022

If you’re 50 and older, the one thing you can’t overlook about this milestone is tax breaks aimed right at you. Learn how the tax laws give you a chance to catch up on retirement savings, and more, in this article.

When taxpayers reach age 50 they are eligible to save on federal income taxes through catch-up contributions to IRA and 401(k) plans and more extras

02/08/2022

This article provides answers to the most frequently asked tax questions, including information about deadlines, refunds, and more about this year’s tax season.

IRS starts accepting and processing 2021 returns on Jan. 24, but last-minute filers will have a little extra time.

01/25/2022

Saving for college can be a challenging task. Learn about available options parents have when building a college funding strategy.

Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

01/19/2022

During the “great resignation,” millions of Americans chose to retire within the past year, but for those who retired, a surprising number chose not to take Social Security right away. Learn the simple reason why in this article.

During the “great resignation,” millions of Americans chose to retire within the past year or so.

12/28/2021

Despite the dramatic rise in working from home during the pandemic, many employees and self-employed people report being more stressed than ever. This article shares tips on how you can take control of your work/life balance in 2022.

What employees and entrepreneurs can do to get more life in their lives

12/20/2021

Before the spirit of the holiday completely washes over you, take a look at these six financial habits that could be detrimental to your holiday season—and beyond—if not addressed.

The holidays are a great time for a financial checkup.

12/14/2021

It's the season of giving, and for many, that includes charities or individuals in need. But for some, the giving spirit lasts a lifetime. If you’re considering charities as beneficiaries, read these legacy gifting tips and give me a call.

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

11/30/2021

The final child tax credit payment is scheduled for Dec. 15. Learn why you might end up having to pay back some or all the money you received when you file your return next year, in this article.

The IRS will start delivering another round of monthly child tax credit payments today (November 15). Most families will receive their payment by direct deposit.

11/23/2021

If you are a caregiver to someone, we want you to know that you're not alone (and not just because it's ). Learn the basics of caregiving and reach out when you're ready. I'm here to help.

11/22/2021

2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

11/16/2021

This article shares the most common IRA rollover mistakes and how to avoid them.

It's easy for a rollover to break the rules, triggering income taxes and penalties.