Liam Munro, Licensed Agent with New York Life

01/24/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

11/27/2023

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can stash away an extra $500 in most retirement savings plans in 2024.

11/17/2023

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retirement. Take-a-look at how this can work.

A provision in the SECURE 2.0 Act now allows individuals to convert unallocated money in a 529 plan into a Roth IRA.

10/23/2023

These are eight reasons why you should consider annuities in your retirement planning and how they can help give you greater peace of mind about your financial future.

The annuity marketplace available to retail advisors is more robust than ever, Hueler Cos. CEO Kelli Hueler says.

10/16/2023

Take these steps to help you understand where you are on your financial journey so you can improve your financial health.

10/11/2023

Here’s how you can build a portfolio of retirement income that can last a lifetime using these strategies.

It’s best to plan as if you’ll need your retirement paychecks to last for 20 to 30 years.

10/10/2023

Women-owned businesses employ over 10 million people. As a dedicated agent, I recognize women entrepreneurs for their commitment to helping our communities thrive. I can help secure your business's and family’s financial future with valuable product solutions. Contact me today!

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

10/03/2023

Do you have money set aside? With a current 6.0% interest rate, you can reduce your out-of-pocket costs with a Premium Deposit Account that lets you prepay premiums for a Custom Whole Life insurance policy. Reach out and I'll explain how you can use your rainy day fund to help address your protection needs.

09/18/2023

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?

*https://www.nasdaq.com/articles/66-of-americans-are-worried-theyll-run-out-of-money-in-retirement-here-are-7-tips-to-make

09/11/2023

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about when to start receiving your benefits. Here’s are the biggest myths experts see and how to choose the best strategy thats right for you.

When to claim Social Security benefits is one of the biggest decisions you will face in retirement. Experts say having the right information is key to success.

09/06/2023

Protection when you need it most isn't a benefit you should have to live without. If you're a federal employee, you may have noticed a recent reduction in the benefits you receive. The good news is you have alternative options. Reach out, and I'll explain how New York Life can provide you with the coverage to secure your financial future, no matter what.

09/05/2023

This complete retirement guide will help you make smart moves to keep cost down and let your nest egg last as long as possible.

If you're about to stop working and enter your golden years, here's a look at important personal finance topics to learn about, such as Social Security benefits.