Anthony "Dhirt" Morris, Licensed Agent with New York Life

06/16/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

06/13/2026

Funny!

06/13/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/13/2026

Okay…this World Cup energy is real. I’m watching like it’s a Cleveland Browns, Notre Dame, Cleveland Guardians, or Lakers game! 😳

06/12/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/441HKN1

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/11/2026

Join us for a free Informational seminar on how developing an informed, long-term care strategy contributes to wealth preservation and peace of mind. Space is limited.

06/10/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/03/2026

There’s something incredibly powerful about planting seeds early. Spending time with the students at Hawthorne Academy and sharing the basics of financial literacy was a reminder that financial confidence starts with exposure, curiosity, and encouragement. Grateful for the opportunity to invest in the next generation—not just financially, but through knowledge that can shape their futures.