Jacob Sanchez, Registered Representative with Nylife Securities LLC

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4tHfBpE

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/15/2026

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing boundaries and taking extreme measures to build a legacy.

You don't have to go to these extremes, but you do have to make sacrifices to save.

03/14/2026

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/47IGrVx

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

03/12/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4diBNkJ may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

03/11/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

03/10/2026

Five lessons to learn from the 2026 Winter Olympics for your career and finances.

These lessons from the Olympics can help with your career and finances.

03/08/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company,…

03/08/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

03/04/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://nyl.co/3N7v9mC

02/27/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.