Ulysses Lalor, Financial Services Professional with Nylife Securities LLC.

04/08/2024

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.

03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:

See results from New York Life's Wealth Watch survey 2024 outlook.

03/11/2024

The time is now to prepare for retirement

We all dream of a fulfilling retirement – relaxing, pursuing passions, and spending more time with the ones we love. It’s all too easy to put off planning for it. However, the sooner you start, the better off you’ll be. As a New York Life agent, I have the tools and resources to help you do just that. The time is now to build on the promises you made and get on the right track toward that retirement. Please reach out and let’s connect. Working together, we can do this.

03/07/2024

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. Register now at: https://bit.ly/436PewZ

02/28/2024

Saving for retirement is critical. According to the Federal Reserve, over half of families have retirement accounts like 401(k)s and IRAs, but the median balance of those accounts might surprise you. Check out this article to find out where you stand in retirement savings:

https://bit.ly/3OZ8h6P

If you have any questions about making plans for your retirement, please feel free to reach out. I’ll be happy to help!

02/26/2024

China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic model, or the opportunities of its new one? Valentina Chen, Co-Head and Portfolio Manager of MacKay Shields’ Emerging Markets Debt team, joins Market Matters to share her perspective.

China’s economic woes have been in the news lately, but investors’ picture is more dynamic.

02/19/2024

Even presidents know that great leadership means making good decisions not just for your country, but for your loved ones as well. Learn which U.S. presidents have been New York Life policy owners, and reach out when you're ready to be the commander in chief of your family's financial future.

Learn about the presidents that were insured by New York Life.

02/14/2024

Popular among Gen Z and Millennials, ”Loud Budgeting” is making the frugal lifestyle cool. to save money. It’s about being loud and proud of being on a budget, living less expensively and saving money. Learn more at here:
https://bit.ly/3uASMek

Regardless of age, considering this approach makes financial sense. Contact me for budget assistance or any questions about your finances.

02/12/2024

Forecasts of short-term rates driven by Fed policy have been ever changing, but after the recent inflation print, it seems as though Fed Funds may have peaked. Investors looking to capture yields before they move lower may be able to do so through the bond market. Host Lauren Goodwin is joined by Thomas Musmanno and John Lawlor of MacKay Shields to discuss opportunities in short duration. https://bit.ly/49dmR2D

02/08/2024

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return.

Finally -- the kids are paying off. Find out how the Child Tax Credit works and how to claim it for the 2023 tax season.

02/05/2024

Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. The strategists at New York Life Investments, Lauren Goodwin and Julia Hermann, discuss how the Fed’s shift in tone has contributed to this renewed investor debate.

In this episode, we discuss another three “black swan” risks that have the potential to disrupt investor consensus.

01/31/2024

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.