Dan Brewer, Financial Services Professional with Nylife Securities LLC

07/02/2026

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.

03/24/2026

Planning for retirement isn’t just about how much you save, it’s also about how income is taxed once you stop working. Most retirees draw income from more than one source, and each can be taxed differently.

Understanding how these tax buckets work together can help reduce surprises and support more confident planning.

03/12/2026

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter and for official ruleshttps://bit.ly/4sBUcxf

03/04/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

02/27/2026

Do you know where tax rates will be when you retire? Neither do we. Tax diversification can prepare your retirement income for whatever comes next—and help you keep more of your income for the things that matter. https://nyl.co/4sePS6T

12/10/2025

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

11/30/2025

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

11/20/2025

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

11/10/2025

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may cost less than a single policy. https://bcove.video/2GUz2cs

11/01/2025

Why pay for more protection than you need? Give me a call to discuss how we can put together customized protection for your family that fits the bill.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.