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Stanley David, Agent with New York Life

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Waltham, MA
Stanley David, Agent with New York Life

Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

201 Jones Road
5th Floor
Waltham, MA 02451

11/02/2026

When people think about IRA withdrawals, taxes are often the first consideration. However, retirement distributions can sometimes affect other areas of your financial picture as well, including Social Security taxation, Medicare premiums, and overall retirement income flexibility.

Understanding these potential ripple effects can help support more informed retirement decisions. Let's discuss how IRA withdrawal strategies could affect your retirement income plan and identify opportunities that may improve long-term outcomes.

11/02/2026

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

11/01/2026

When a loved one may need residential long-term care, knowing what to look for can make a difficult decision more manageable.

AARP highlights practical considerations, including touring more than once, reviewing inspection reports, understanding costs and coverage, asking about staffing, and evaluating daily activities. Planning before a crisis can give families more time to compare options and involve the person who may receive care.

Learn more from AARP: https://bit.ly/3WDOxfu

10/31/2026

Couples with a significant age difference may face different retirement timelines, health coverage needs, and potential long-term care costs.

AARP explains how planning for long-term care alongside Social Security, taxes, and retirement assets can help protect the younger spouse's financial future. Thinking through how care could be funded is one part of building a retirement plan for both partners.

Learn more: https://bit.ly/4ebaZTn

10/30/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4jNfdEi

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

10/27/2026

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions? Here’s what you should know.

Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Address

201 Jones Road, Fl 5th
Waltham, MA
02451

Opening Hours

Monday	8am - 8pm
Tuesday	8am - 8pm
Wednesday	8am - 8pm
Thursday	10am - 8pm
Friday	9am - 5pm

Website

http://www.StanleyDavid.net/

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