Haddia Abbas, Financial Services Professional with Nylife Securities LLC

11/02/2026

Couples with a significant age difference may face different retirement timelines, health coverage needs, and potential long-term care costs.

AARP explains how planning for long-term care alongside Social Security, taxes, and retirement assets can help protect the younger spouse's financial future. Thinking through how care could be funded is one part of building a retirement plan for both partners.

Learn more: https://bit.ly/3X0fnP0

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4swbPjr

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with you some term life insurance rates that should get your heart pumping.

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.

10/26/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

10/23/2026

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains taxes.

Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

10/21/2026

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/4Boawao

10/19/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4yRjyuA

If it gets you thinking about your own plans, send me a message.

10/13/2026

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

10/12/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.