Brian Pearson, Licensed New York Life Agent

09/08/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

09/07/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

09/06/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

09/06/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

09/06/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

09/06/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

09/02/2026

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertainty for your family and business!

07/31/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

07/30/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

07/29/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.