James Jones, Financial Advisor with Proficient Wealth Strategies

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/20/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/06/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

07/30/2026

This is the last chance to apply for $1,000 in the New York Life Golden Futures Awards! If your kids have that spark in art, science, sports, or anything they love, now's the time to help it grow. To apply, visit https://nyl.co/4hzNIwI

07/28/2026

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.

This infographic breaks down five ways to take advantage of tax deferral, from maximizing retirement contributions to leveraging HSAs and annuities.

It’s a quick, visual look at how small adjustments can help you keep more of your hard-earned money working for you.

View the infographic: Tax-Deferred Investing – Five Smart Strategies to Boost Your Savings
https://bit.ly/4fEwATU

07/24/2026

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.

Click here for more details on the methodology for this award:
www.newyorklife.com/newsroom/featured-awards/our-awards-and-recognition?suggested_content_id=2961028&social_network=facebook&marketerNumber=0164962

07/23/2026

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/4bDwfzC

07/21/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4wZWXed

07/16/2026

Staying financially fit doesn’t happen by accident. It’s the result of small, consistent actions over time.
From reviewing your investment plans to setting aside savings for future goals, simple check-ins can make a big difference in reaching the life you want.
This infographic, 12 Tips for Financial Fitness, offers practical ideas to help you stay organized, protected, and on track.
https://bit.ly/4yI1ovZ

07/14/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.