Rick Moorhead

07/01/2021

Let’s talk about how guaranteed lifetime income can help mitigate this risk to a comfortable retirement.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

06/22/2021

Worried about your portfolio? A Morningstar study found you can get similar return with potentially less risk by adding whole life insurance to the mix. Learn more.

When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

06/14/2021

It's been more than a century since the U.S. proclaimed the first official . Today we celebrate the red, white, and blue.

05/19/2021

We’re excited to announce the New York Life Insurance Company’s Story Pirates Virtual Spring Event on May 26 & 27. It’s a great time for the whole family. RSVP today. Use code 206813 when registering. Feel free to share with friends and family with kids - Ages 4 to 12.

https://nylife.zoom.us/webinar/register/WN_HgxbyahXSEuvUHWDQhJ1sw

04/28/2021

Outliving your savings is a concern many people face in retirement, but there are ways to protect yourself. Learn how annuities can help provide you with guaranteed lifetime income and peace of mind.

Understanding the different types of annuities can help you decide which could work best in reaching your financial goals.

04/25/2021

When it comes to retirement goals, physical and financial wellness are a dynamic duo. Here's how to start getting your finances into shape this .

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

03/12/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

03/05/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

02/26/2021

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

02/19/2021

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

02/15/2021

Today is a day we should all feel proud to be Americans. From all of us at New York Life to the great people of this nation: Happy President’s Day.

02/13/2021

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!