Mallory Byrd, Licensed Agent at New York Life

06/14/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3QnBJXY to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

06/13/2026

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

06/12/2026

Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverage for less than the cost of a premium streaming service. Reach out to me today to learn more.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

06/11/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

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/3SkpUCp

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.

06/10/2026

06/10/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/05/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

06/04/2026

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.