Arlene Bond, Agent with New York Life

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/41XxhBe

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/3Nw8TTO

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4aRsR37

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/3ZC5NQM

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/4qzISBa

Want to talk about building a savings approach that actually fits your life? Let's connect.

12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/4jk2VRh

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4anNBRj

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4pRERY9
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

11/20/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/3XFbE6F may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/3MdOlhG

Want to talk about what that kind of confidence could look like for you? Let’s connect.

11/19/2025

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

11/18/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.