Susie L. Lauricio, New York Life Agent

06/09/2026

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short-distance trips.

With gas prices averaging more than $4 per gallon, small changes can lead to big savings.

06/02/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4g2iJse to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

05/26/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

05/19/2026

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/49dJ56F may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

05/13/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

05/05/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

04/28/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

04/25/2026

I want to wish New York Life a very HAPPY 181st BIRTHDAY month!

04/14/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

04/07/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.