MEHDI TAURY, Financial Services Professional with Nylife Securities LLC

10/17/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/3VPBPdq

10/17/2026

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

10/16/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4ztrkL2

10/15/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/15/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/15/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

10/15/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

10/14/2026

529 savings accounts are a popular way for grandparents to help pay for education. Learn about how they can make the most of a 529 plan.

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

10/12/2026

Perspectives October 11, 2026 | Macro Pulse
A New Era in Global Liquidity

Liquidity provision, once firmly housed in traditional bank balance sheets with a central bank backstop, is shifting. As non-banks take on a larger role in distributing liquidity across global capital markets, investors increasingly contribute to, rather than consume, market liquidity. See what that means for the markets and portfolios in our latest Megatrends research: The Next Era in Global Liquidity.

By Global Market Strategy Team:

Liquidity provision, once firmly housed in traditional bank balance sheets with a central bank backstop, is shifting.

10/11/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.