Dylan Farley, Financial Services Professional with Nylife Securities LLC

06/04/2025

Estate planning can be complex and confusing. To help make it easier to understand, here are well thought out explanations, definitions and uses for some estate planning tools.

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

06/03/2025

Why remote work opens the door to late retirement.

Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home.

06/02/2025

Trusts and annuities can be a complex but powerful combo. A trust can own an annuity, but it’s not always simple. Tax rules vary, and the structure matters. At New York Life, we’re committed to making annuities easier for you. Need a guide for when a trust could make sense for you? Talk to me, I’ve got one.

05/30/2025

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

05/29/2025

Many non-spouse beneficiaries cash out inherited annuities—and pay the tax price. Stretching distributions can ease the tax hit and keep more of your assets working. At New York Life, we strive to simplify the annuity conversation. Let’s talk, I’ve got resources that can help explain.

05/26/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

05/22/2025

The global order is shifting from U.S.-led globalization to a landscape characterized by great power competition and economic nationalism. Geopolitical events are now driving long-term economic and market realignments, making proactive risk management crucial for investors. New York Life Investments' Global Market Strategy team delves into these changes and provides strategic insights for adapting portfolios.
https://bit.ly/3Zt053K

05/21/2025

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider their reliance on traditional diversification strategies and rethink how they manage risk in portfolios. Learn more in this week's : https://bit.ly/3SOa6EU

05/20/2025

Here are some valuable tips for first-time Medicare enrollees.

Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers.

05/16/2025

The market is changing, and so are the rules. Learn how to navigate the new landscape with the New York Life Investments Global Market Strategy team
https://bit.ly/3FiM6qj

05/14/2025

Building wealth is one thing — maintaining it is another. This checklist for high-net-worth individuals outlines key strategies to protect and grow wealth, covering everything from asset assessment to smart spending strategies and long-term financial security.

A strategic guide to managing, preserving, and expanding your wealth for long-term financial security.

05/12/2025

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes. Learn about the different kinds of trusts.

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.