Andrea Legacy Planner

07/02/2025

After years of steady increases and record highs, federal student loan interest rates will finally soften this summer — making college slightly more affordable for student borrowers in the upcoming academic year.

For undergraduates, interest rates on federal student loans are 6.39% for the 2025-26 academic year — marking the first time rates have dropped since 2020-21.

07/01/2025

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most of higher-for-longer interest rates.

The Fed has indicated that interest rates aren't coming down just yet. Here's how to make the most of where we stand.

06/30/2025

"What career will still exist in a decade?" As generative and agentic AI tools continue to disrupt industries, career choices and the selection of college majors are changing.

10 AI-proof college majors that offer long-term job security, low unemployment, and human-centered skills in an increasingly automated world.

06/29/2025

If bipartisan legislation reintroduced this week in Congress becomes law, 18-year-olds will have access to workplace retirement plans like 401(k)s.

The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18.

06/28/2025

This article addresses what you should know as Congress considers pending estate tax legislation. It also offers strategies for you to consider.

The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.

06/27/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

06/26/2025

You’ve worked hard to save for retirement—now it’s time to make those savings last. More and more people are exploring ways to turn part of their nest egg into guaranteed income.* June is Annuity Awareness Month, the perfect time to learn how New York Life guaranteed income solutions can help prevent you from outliving your money. Let’s talk about how you can turn your savings into lasting security.


*Source: 2024 Retirement Investors: Behaviors, Attitudes and Financial Situations. LIMRA 2025
**All guarantees are backed by the claims-paying ability of the issuer.

06/25/2025

Estate planning is more than just writing a will. Learn about important estate planning documents that can help individuals and families prepare for future needs and unexpected events.

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.

06/24/2025

June is Annuity Awareness Month, the best time to think about your vision for a financially secure retirement. Whether you’re seeking growth through equities, guaranteed lifetime income*, or legacy protection, New York Life is committed to making those conversations easier. DM me for annuity solutions that can help you achieve your dream retirement.

*All guarantees are backed by the claims-paying ability of the issuer.

06/23/2025

The role of an executor can be time consuming, but here are some simple things that you can do to help make your executor eternally grateful.

Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.

06/23/2025

Things to consider and free tools to help you when adding an advance directive for dementia to your estate plan.

Add an advance directive for dementia to your estate plan with one of these free tools.