Young Kim, Partner at New York Life Dallas General Office

02/04/2024

We’re a proud supporter of month in February. The truth is, the next time you struggle with saying “I love you,” you can show them how much you care with life insurance.

04/06/2023

Parents, are you wondering if now is the right time to tell your children about their expected inheritance? Watch this video to hear estate planning attorney Patricia Annino, from Rimon PC, share her recommendations.

Blended families have a unique advantage when it comes to estate planning. Watch this interview with attorney Patricia Annino, a nationally recognized authority…

04/04/2023

Watch this one-minute video to see how a special needs trust can help you protect your family’s assets and provide lifetime financial stability for individuals with special needs.

When David was injured in a car accident as a kid, his family was there to support him. But as his parents and grandparents aged, his support system got smaller…

03/30/2023

Becoming a new parent can be difficult—and expensive. But with the right help and guidance, there’s nothing you can’t handle. Here are 3 tips to help keep your finances in order. Need even more advice? Just reach out.

There are many additional expenses that come with starting a family. Use these money saving tips for some financial help as new parents.

03/28/2023

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable.
https://www.eaglestrategies.com/public_files/Planning_Essentials_Importance_of_an_Emergency_Fund_Eagle.pdf

03/23/2023

There are a variety of rebalancing strategies you might want to consider when investing. Learn more.
https://www.eaglestrategies.com/public_files/planning-essentials-investment-rebalancing-your-portfolio-eagle-final1.pdf

03/21/2023

Read our 2020-2021 Environmental, Social, and Governance (ESG) report to learn our how we strive to be a force for good in society and for the environment.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

03/16/2023

Our 12,000+ financial professionals have one thing in common: they find purpose in helping others. If youʼre looking for a
rewarding career, letʼs talk.

New York Life financial professionals improve their clients lives and make real, tangible changes within their communities. Learn how you too can make a living while making a difference.

03/14/2023

If you’re looking for a job that pairs entrepreneurial ambitions with opportunities for a flexible schedule, then you should consider a career as a financial professional with New York Life. Ready to learn more? Reach out to me.

03/10/2023

Donation Dash is back helping ACC and Pac-12 fans put their love into action by supporting their team’s local communities. Click to play and help your team’s local Boys & Girls Club earn a larger donation from New York Life. https://nyl.co/3ZAU82M

03/08/2023

Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Center for Retirement Income, explores a tax-efficient way to protect and grow wealth. https://nyl.co/3F3MKof

04/18/2022

Many people don’t pay any taxes on their Social Security benefits but if you have other sources of income, the IRS can tax up to 85% of your Social Security benefits. Learn how federal taxes are calculated on Social Security in this article.

Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or withdrawals from tax-deferred retirement accounts.