David E. Carroll, Licensed Agent with New York Life

02/13/2026

Thoughtful planning can transform lives. Take Christopher’s family - they created a special needs trust to ensure his care would continue, even as his family’s ability to provide direct support was reduced. The trust protected his eligibility for government benefits while covering extra needs like therapy, medical appliances, vacations, and more. Watch his story to see how funding the trust with tools like life insurance gave his family peace of mind, knowing his future was cared for. If you’re ready to start planning to ensure your loved one with special needs is supported for years to come, let’s talk.

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02/09/2026

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

01/29/2026

Many of the most common sources of retirement income are taxable. Diversifying with sources of tax-free income may help lessen your tax hit in retirement. https://nyl.co/3Z6I1fs

09/12/2025

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for his wife and kids. Racquel was able to stay in their home and focus on her family’s future. Let’s talk about how you can protect what matters most—before life throws you the unexpected.

07/22/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4kNTEQR may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

07/17/2025

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

07/15/2025

Are investors truly moving away from U.S. assets? Or just adjusting to a new global landscape? New York Life Investments’ Global Market Strategy team digs into the latest Treasury auction results, a weakening U.S. dollar, and rising global diversification trends to uncover what’s really driving capital flows.

Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin and Julia Hermann break down the latest data, policy shifts, and market signals.

04/09/2025

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

04/04/2025

U.S. equity markets are experiencing a significant selloff, driven by policy uncertainty. Join the Global Market Strategists at New York Life Investments on Market Matters to understand the key drivers and how to navigate this volatility.
https://bit.ly/423bGIM

04/03/2025

Available now for limited time, discover how to navigate new tax laws and safeguard your retirement savings with IRA Expert, Ed Slott. Ed presents planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! https://bit.ly/4jgxVk4

03/31/2025

Taxes are due April 15th, —but don’t just file and forget. It’s time to plan ahead. A smart tax strategy can help you reduce your burden and build a stronger financial future. Need guidance? Let’s talk about how to make your money work for you year-round.