Carroll E. Porter III Agent with New York Life

09/04/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

09/03/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4xaBjDN

09/02/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

09/01/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

08/31/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

08/31/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

08/15/2026

Today I’ll be at the from 2:30 to 7:45pm. Feel free to come out and enjoy a day of family, entertainment, networking and community. Food trucks, vendors, small businesses and more. Sports OTHP Consulting LLC will be taking family photos to capture time with your loved ones. See you in and if you can’t make it out. Scan the code to schedule a free consultation.

07/31/2026

While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't understand its full potential as an asset within a larger portfolio. Get Whole Life's whole picture in this article. https://bit.ly/4vTdv6t

07/30/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/29/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.