Shawn Choi, Licensed Agent with New York Life

09/09/2026

Blended families face unique challenges when it comes to estate planning. The dynamics of bringing together children from previous relationships can introduce complexities around financial decision making and inheritance. Watch Roger’s story to learn how, with careful planning, these potential conflicts can be avoided, ensuring that everyone involved feels valued and secure. Then, let’s work together to create a tailored plan for your family’s unique needs and ensure a fair, balanced, and thoughtful legacy.

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09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/04/2026

Calling inflation an “unfair burden,” Federal Reserve Chairman Kevin Warsh on Tuesday reiterated his call for “regime change” at the central bank.

The stock market has boomed on AI euphoria, while the trajectory of the U.S. economy has been more tepid, economists said.

09/03/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

09/03/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

09/03/2026

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an important role in your overall financial strategy.

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.

09/02/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

09/02/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."