Duc Dao, Licensed Agent with New York Life Insurance Company

03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/3zgIeje
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

03/28/2023

At New York Life, we take pride in fostering a workplace that’s inclusive of everyone. We’re constantly striving to grow everyday through our intentional DE&I efforts.

03/21/2023

At New York Life, Cultural Ambassadors advocate for diversity, equity, and inclusion throughout the New York Life General Offices.

03/16/2023

Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Center for Retirement Income, explores a tax-efficient way to protect and grow wealth. https://nyl.co/3Lp9enX

03/15/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3FlgdKv

03/14/2023

An unexpected early retirement can create major challenges for women if they're not ready. Take charge of your financial future and learn what you can do to be better prepared.

Why women need a backup plan in case they need to retire early.

03/14/2023

We’re committed to a culture of inclusivity, focusing our efforts on ensuring a level playing field for diverse talent.

03/13/2023

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the way. Reach out and let me help you develop a financial strategy that protects the ones you love while securing your retirement.

Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

03/13/2023

Our 2022 DE&I Report highlights the progress we’ve made this past year and our continued commitment to this important work. Read the full report here.

New York Life's 2022 Diversity, Equity, and Inclusion report

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.