Shelby L. McPherson, Financial Svcs Professional with Nylife Securities LLC

09/08/2026

When we think of investing only in terms of stocks and bonds, something important gets left out. A whole life policy adds protection, stability, and peace of mind while also performing as a tax-advantaged asset. Explore how a whole life policy can help complete your overall investment strategy: shelbylmcpherson.nylagents.com

09/07/2026

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

09/01/2026

September is Life Insurance Awareness Month—a great time to learn more about how life insurance can fit into your overall financial strategy.

Join me for a free informational session where we'll cover the basics, explore different types of life insurance, and discuss how coverage can be tailored to your needs and budget.

📅 September 22 | 7:00 PM
📍 209 High Point Dr., Suite 310, Victor, NY

Whether you're exploring your options or simply want to learn more, I'd love to have you join us!

📞 RSVP: [email protected]

Feel free to share with someone who might benefit!

Feel free to share with someone who might benefit!

08/24/2026

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.

08/24/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

08/20/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4zvugYG
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

08/09/2026

It's not too late to join us on Tuesday, August 11th to learn how taxes for into your retirement planning.

Contact me today to RSVP!

Could taxes be one of the biggest threats to your retirement income?

Join us for a free Tax Diversification Seminar on Tuesday, August 11, where we'll discuss practical strategies to help create greater tax flexibility in retirement.

🕡 Hors d'oeuvres at 6:30 PM
🎤 Seminar begins at 7:00 PM

Seating is limited—message me to reserve your spot!

08/05/2026

Thank you to the Granger Homestead and Carriage Museum for hosting such a wonderful Midsummer Tea!

I had the privilege of volunteering as one of the Victorian Maids, and let's just say...it's probably for the best that no pictures were taken.

It was fun to be part of such a memorable afternoon and to see so many guests enjoying the beautiful setting and delicious tea!

grangerhomestead.org

Travel back in time as one of our knowledgeable docents leads you through the Granger Homestead and Carriage Museum in Canandaigua NY.

07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4vWt0uo
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.