Lynn M. Carter, Financial Services Professional with NYLIFE Securities LLC

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.30% actual yield) as you strategically enter the market.

Dollar Cost Averaging with Variable Universal Life | New York Life Learn about dollar cost averaging and how this investment option can work to your advantage in your universal life insurance policy.

Life insurance is about more than just protection—it’s about exploring life’s possibilities with confidence, knowing you and your loved ones are taken care of. From saving for college to preparing for retirement (and everything in between), reach out to learn why having someone in your corner who understands your needs can make all the difference.

Life Insurance for the LGBTQ+ Community | New York Life You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

As the year-end approaches, this is the perfect time to reflect on your financial objectives and align them with your current and future financial commitments. Take a look at these year-end tax strategy tips which can help reap the benefits of optimizing your financial outlook.

Maximizing Your 2023 Year-End Tax Planning Benefits It's never too late to start planning, and with the right approach and resources, you can make the most of your financial capabilities to secure your present and future.

Financial experts share how to handle the three primary forms of inheritance—cash, real estate, and investments—and ways you can fold these resources into your financial plan.

Receiving an inheritance? Here's how experts say to handle any windfall Inheritances typically contain a mix of cash, investments and real estate, experts say. Each come with their own tax rules to be aware of.

Typically, the first step to financial freedom is getting rid of debt. But if that's all you focus on, you'll miss out on saving for the future. Learn why investing while paying off debt is so important and together we can come up with a strategy that works with your budget.

Invest or Pay Off Debt? Why to Do Both | New York Life Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

With over 13 million businesses, women have left an invaluable impact on our local communities. At New York Life, we celebrate the countless accomplishments of female entrepreneurs. Learn more about our solutions that meet the challenges of women-owned businesses.

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

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Are you getting the most out of your 401(k)-company match? Take a closer look at how it works so you don’t leave free money on the table.

How Does 401(k) Company Matching Work? | The Motley Fool A 401(k) company match allows you to save even more for retirement. Learn how a 401(k) employer match works and how to take advantage of it.

Todd Taylor, Head of Retail Annuities at New York Life, shares why annuities can be a valuable addition to your retirement strategy, regardless of market and economic conditions.

Episode 343 – Todd Taylor from New York Life on The Behavioral Benefits of Annuities About This EpisodeLast year, 2022, saw record annuity sales across several categories. Now, nearly halfway through 2023, many of the same macro-economic fact...

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole Life Insurance - Endless Protection & Cash Value | New York Life With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Learn To Adjust To Caregiving For A Spouse | New York Life Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.

Changes in interest rates directly affect the performance of many estate planning strategies, and the Fed’s aggressive interest rate increases throughout 2022 could have both negative and positive impacts on your financial future. Read this article from The Nautilus Group to learn more and then let’s review your estate strategies to see if you can benefit from this higher interest rate environment. The Nautilus Group is a service of New York Life Insurance Company.https://thenautilusgroup.com/nautilusnavigator/impact_of_rising_interest_rates.pdf

As a proud sponsor of the ACC and Pac-12, we know how important it is to have a game plan and a coach to help you make the right plays along the way. Click here to learn about the benefits of teaming up with New York Life.

Love Takes Action | New York Life At New York Life, our agents lead with compassion when helping clients protect the ones they love. Learn more about the Love Takes Action campaign.

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Whole Life vs Universal Life Insurance | New York Life Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

Gen Xers who have a financial strategy are focused on three key components in 2023: Building emergency funds (45%), being on track to retire at their desired age (44%), and paying off credit card debt (40%). Learn more in the latest Wealth Watch survey.

Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Massive changes could be coming for your 401(k)—here’s what you need to know Americans could start saving a lot more for retirement.

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

Retirement Planning Considerations | New York Life When financially preparing for retirement, remember to consider five things about income sources and preparation.

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

Catching Up on Retirement Savings | New York Life Playing retirement catch up isn't easy. Learn how to start planning for retirement late with these steps and considerations.

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recognized for “America’s Best Customer Service” New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

Protecting your family is important. But so is making headway on your financial goals. Fortunately, there are two new insurance products that can help you do both. Learn more here and let’s talk about what these tax-advantaged solutions can do for you.

New York Life Launches Wealth Plus. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Wouldn’t it be nice to go to work knowing that a portion of your income is replaced in case of a disabling sickness or injury? Learn about New York Life MyIncome Protector and let’s talk about how it can meet your needs. https://hearsay.social/3umYX1Y

MyIncome Protector, Individual Disability Insurance from New York Life 15164A_042022_IDI_eBrochure_client

Let's face it, you're not getting any younger. And the younger you are, the less expensive life insurance may be. So while you're in the prime of your life, take steps now to protect the ones you love for a lifetime.

Buying Life Insurance – How-To, Tips & Advice | New York Life Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

Saving money for retirement is a stumbling block for many workers but if Secure Act 2.0 becomes law, it could encourage more people to prepare for retirement. Learn how.

Expert: 'Very few Americans are adequately prepared for retirement' More than one-third of Americans say they’ve never had a retirement account, such as a 401(k) or an IRA.