Dirk Welzien, Agent | New York Life

06/23/2026

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.

06/19/2026

I want to wish all our clients, dads and granddads a Happy Father's Day weekend!

06/16/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

05/09/2026

I want to wish all of our clients and their mothers (grandmothers) a very Happy Mother’s Day weekend!

05/08/2026

Happy National Nurse’s Week, Lizzie!

I’m beyond proud of your DAISY Award nomination, though it comes as no surprise to me. From the very beginning, you have led with compassion, dedication, and a genuine love for caring for others. The long hours, emotional days, and incredible responsibility that come with caring for the sickest children have never stopped you from giving your whole heart and soul to your work.

As your Papa, I’ve watched you work tirelessly to become the nurse — and the woman — you are today, and I couldn’t be prouder. You continue to amaze me with your strength, kindness, and unwavering commitment to your profession. Seeing you recognized for the impact you have on your patients, their families, and your colleagues is both admirable and so well deserved.

I could not be prouder of the woman and healthcare professional you’ve become. We celebrate you this week, along with all of your fellow nurses who are the true unsung heroes of the healthcare profession. 💙

04/28/2026

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, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

04/21/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

04/14/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

04/07/2026

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.

03/31/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.