New York Life & NYLIS Securities

01/24/2024

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06/26/2023

The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas and tips for teaching your kids about money and how inflation has such a big impact.
https://nyl.co/3r3xjZr
Aside from teaching your kids, if you have questions yourself about finances or investing when inflation is so widespread, please feel free to contact me.

06/12/2023

There are many older adults facing a retirement with no or insufficient income sources. There are still several ways to stash some cash for those golden years. This article contains seven strategies that can help you in both the short and long term.
https://money.usnews.com/money/retirement/articles/the-best-ways-to-boost-retirement-savings-after-age-50 If you have questions about reaching your retirement goals, please feel free to contact me.

05/18/2023

Leaving a steady paycheck behind can be a scary thing. However, working with a financial professional is the best way to figure out how much monthly income you’ll actually need in retirement. See how much other retirees make and spend in this inciteful article. https://money.usnews.com/money/retirement/articles/what-is-a-good-monthly-retirement-income If you have additional questions about reaching your retirement goals, please feel free to contact me.

05/11/2023

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health check. This great article from New York Life includes five things you can do to help minimize your taxes for the future. If you have any additional questions about your taxes or personal finances today, please contact me.

Plan your tax strategy with five top tax season financial planning considerations from refunds to cashflow and investment-related deductions.

04/26/2023

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

https://yhoo.it/41FCAUk

If you have additional questions about reaching your retirement goals, please feel free to contact me.

04/19/2023

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

04/17/2023

Every 401(k) operates differently, and some plans have drawbacks that you need to plan around in retirement. Here are 10 things you should know about your employer-sponsored retirement plan.

When it comes to 401(k) plans, it's your money. But your boss and the government make the rules.

02/09/2023

A 529 college savings plan can offer a tax-advantaged way to pay for a loved one's education. However, there are rules to follow to maximize its benefits. Click the link to learn more.

Learn more about 529 plan contribution plans and withdrawal rules with help from New York Life. Prepare for your educational future today.

02/07/2023

Here are some of the best college-related tax credits, deductions, and tax breaks that can mean thousands of dollars of savings on tuition, fees, books, and supplies.

Both college students and parents of college students can take advantage of tax breaks that can mean thousands of dollars of savings on tuition, fees, books, and supplies.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.