Catherine Rabidis, Licensed Agent with New York Life

09/08/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

09/07/2026

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

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.

09/01/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

08/27/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

08/25/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.

08/20/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

08/18/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

08/13/2026

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressure add up, according to NerdWallet’s annual survey.

08/11/2026

Health risks don’t end at retirement. Thoughtful planning can help you be better prepared for challenges such as rising healthcare costs or long-term care needs.

Many individuals may spend years managing health conditions later in life, making these considerations an important part of long-term financial security.

Let’s talk about how planning ahead can help you feel more confident about your future.