Darwin Morency, Agent with New York Life Insurance Company

Darwin Morency, Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Operating as usual

If you're thinking "Retirement can't come soon enough," these tips are for you.
07/09/2016
5 retirement income planning tips.

If you're thinking "Retirement can't come soon enough," these tips are for you.

Save for retirement as early as possible but also think about how much income you'll need when you're in retirement.

Have you read any of these business books on this short list of classics?
07/07/2016
7 Must-Read Classic Business Books

Have you read any of these business books on this short list of classics?

Business is always changing, but the foundations of great entrepreneurship never do. These classic business books are a must-read for every founder.

5 principles to keep in mind as you plan your financial goals.
04/29/2016
Five Money Principles

5 principles to keep in mind as you plan your financial goals.

Making the most of your money starts with five building blocks for managing and growing your money.

Are you 50? If so, you can stash catch-up 401(k) contributions.
04/27/2016
5 Money Moves in Your 50s as You Ramp Up to Retirement

Are you 50? If so, you can stash catch-up 401(k) contributions.

Now that you're in your fifties, you're in your peak earning years, and you may be done with college bills or about to retire your mortgage. Age 67.

Harriet Tubman will grace the $20 bill, becoming the first African-American to appear on U.S. paper currency and the fir...
04/25/2016

Harriet Tubman will grace the $20 bill, becoming the first African-American to appear on U.S. paper currency and the first woman in more than a century.

#Retirement Blind Spot 5: Not asking for help.
04/15/2016
Retirement Blind Spot #5

#Retirement Blind Spot 5: Not asking for help.

Your DIY (do it yourself) retirement should start with help from someone else.

#Retirement Blind Spot 4: Not knowing your Required Minimum Distribution options.
04/14/2016
Retirement Blind Spot #4

#Retirement Blind Spot 4: Not knowing your Required Minimum Distribution options.

Think you need to take all your required minimum distributions at age 70½? Think again.

#Retirement Blind Spot 3: Asset location, location, location.
04/13/2016
Retirement Blind Spot #3

#Retirement Blind Spot 3: Asset location, location, location.

Asset allocation is important. But what about asset location?

Retirement income isn’t one-size-fits-all. I can help you develop a retirement income plan based on your individual need...
04/01/2016

Retirement income isn’t one-size-fits-all. I can help you develop a retirement income plan based on your individual needs.

Understanding what’s happening in your life is important to me. To remain top-of-mind, I use an app called Hearsay that ...
03/30/2016
Help me stay up-to-date with your Facebook activity

Understanding what’s happening in your life is important to me. To remain top-of-mind, I use an app called Hearsay that makes it easier for me to keep-in-touch with you. Please click the link in this post to connect with me on the app—it takes just a few seconds. Thanks!

Click this link to help me stay in touch with you.

70% of Americans are expected to get a tax refund this year. If you're one of them, here are some ways to make the most ...
03/28/2016
6 smart uses for your tax refund

70% of Americans are expected to get a tax refund this year. If you're one of them, here are some ways to make the most of it.

It might be the biggest check you receive all year, so spend it wisely.

03/25/2016

"The past is your lesson. The present is your gift. The future is your motivation."

Estate planning: It may seem complex, but it doesn’t have to be. Get started with these 5 simple steps.
03/19/2016
Taking care of business

Estate planning: It may seem complex, but it doesn’t have to be. Get started with these 5 simple steps.

Five basic steps everyone should take to make sure their estate is in order.

What goes into your retirement savings must eventually come out: The ins and outs of RMDs from USA TODAY.
03/17/2016
Are you required to take an IRA minimum distribution? Decoding RMDs

What goes into your retirement savings must eventually come out: The ins and outs of RMDs from USA TODAY.

What goes up, must come down. And what goes in, must come out. And that's certainly the case with your individual retirement arrangement, otherwise known as...

Estate planning doesn’t have to be complex with these 5 simple steps.
03/17/2016
Taking care of business

Estate planning doesn’t have to be complex with these 5 simple steps.

Five basic steps everyone should take to make sure their estate is in order.

Consistent growth in individual life insurance in force means New York Life is helping more people prioritize what’s imp...
03/15/2016
Explore New York Life's 2015 Report to Policyholders

Consistent growth in individual life insurance in force means New York Life is helping more people prioritize what’s important to them. Here’s proof.

Learn why life insurance is a product that has withstood the test of time

Timeline Photos
03/15/2016

Timeline Photos

Be sure to share this article with anyone who is struggling to care for aging parents and young children.
03/14/2016
6 Money Strategies for the Sandwich Generation

Be sure to share this article with anyone who is struggling to care for aging parents and young children.

When you're caught between the financial pressures of parents and children, you have to plan ahead.

Guide them today with tomorrow in mind. #KeepGoodGoing
03/14/2016

Guide them today with tomorrow in mind. #KeepGoodGoing

Consider this article a cram session on how to pay for college.
03/14/2016
Ways to Pay for Your Child’s College Education

Consider this article a cram session on how to pay for college.

There are steps you can take no matter how much time you have to save. Here are three popular options to help pay for your child’s education.

Starting early may be tough, but I think it's a must.
03/08/2016
Video: What Millennials should do now to save for retirement

Starting early may be tough, but I think it's a must.

As Baby Boomers approach retirement, the Millennial generation is getting its foothold in the workforce, and facing financial challenges making it hard to save for later years. Judy Woodruff talks to Jen Mishory of Young Invincibles and David John of AARP about the different factors that have shaped each generation’s saving habits and how young Americans can meet their retirement goals.

With improved life expectancy, the need to fund more post-retirement years, and the recent sluggish economy, many women ...
03/07/2016
Why women need to plan for their retirement

With improved life expectancy, the need to fund more post-retirement years, and the recent sluggish economy, many women over 55 are confronting the prospect of working longer.

As a woman, you may have to put in more effort before you get to enjoy a worry-free, financially secure retirement

Pensions are no longer the norm. So how can you rethink retirement planning?
03/07/2016
Let's protect ourselves from underfunded pensions.

Pensions are no longer the norm. So how can you rethink retirement planning?

Pensions, once the reliable go-to source of retirement income, are disappearing, requiring us to find other ways to save and supplement retirement income, such...

If you want your new business to be great, here's why you shouldn't settle for good advice.
03/05/2016
4 Perfect Quotes to Inspire New Entrepreneurs

If you want your new business to be great, here's why you shouldn't settle for good advice.

Mediocre advice is everywhere, and unfortunately, you won't find much value in the memes and quote macros your neighbor posts on Facebook.

From that first look, your world revolves around your children. All the support you give them helps guide them in findin...
03/05/2016
Keep Good Going: Look

From that first look, your world revolves around your children. All the support you give them helps guide them in finding their happiness in this world. At New York Life, everything we do is to help you Keep Good Going.

One look can change the way you see the world.

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6901 Rockledge Dr, Ste 500
Bethesda, MD
20817

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