Travis Brinlee, Financial Services Professional with Nylife Securities LLC

This guide will help you understand the basic rules for the federal capital gains tax, such as when they’re taxed, how to calculate them, and what tax rates apply.

Capital Gains Tax 101: Basic Rules Investors and Others Need to Know | Kiplinger Learn the ins and outs of the capital gains tax, which you may owe if you sell stocks, your home, cryptocurrency, a stamp collection, and much more.

Learn how the Saver’s Credit and other government incentives could help middle class families who are facing the challenge of saving for retirement.

The Middle Class Is Missing Out On Retirement Savings The tax breaks designed to increase Americans’ retirement savings disproportionately benefit high income households and do little to assist middle class families.

A new study by Logica Research examined the financial profiles of baby boomers, Gen X, millennials, and Gen Z. Take a look at the key findings about the financial patterns of each generation.

Millennials and Gen Z want more financial advice from employers. Boomers? Not so much A new study outlines the different financial habits of each generation

Want to know what sets us apart from other mutual life insurers? Read about our diversified business model and why it is such an advantage to our policy owners.

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Here are the pros and cons of claiming your Social Security or withdrawing your 401(k) during a bear market to help you decide what’s best for you.

Claim Social Security or withdraw from your 401(k) during a bear market? Think carefully Consider what you might be giving up

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

While inflation has yet to peak in some parts of the world, these three indicators may signal we’re not far from a turning point. https://hearsay.social/3N5q88m

Three key indicators showing inflation is poised to ease The price of semiconductor chips, shipping, and fertilizer is receding back down to normal levels—indicating that inflation might be past its peak

What have you done in the past that has paved the way for your success today?

Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

For those of my friends looking to liquidate their investment assets due to the current state of the market DO NOT DO IT. Please get ahold of me before losing money and at the very least I'll give you some free advice. Happy Monday!

Paying attention to trends and making proactive adjustments when market conditions change is critical to the health and longevity of a small business. To keep your small business afloat, try these five tips.

Council Post: Five Tips For Small Businesses To Survive Rising Inflation While knee-jerk reactions are rarely helpful, paying attention to trends and making proactive adjustments when market conditions change is critical to the overall health and longevity of a small business. In order to keep your small business afloat, follow these five tips.

Now that U.S. stocks have broken a historic string of weekly losses, learn how marketing analysts are looking to technical indicators to determine what lies ahead.

Brace for another selloff if U.S. stocks reach this technical 'danger zone' Don't expect the S&P 500 to move much higher than 4,250 in the near-term

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

A U.S. recession is almost fully priced into the stock market, but it’s not 100% priced in. Learn why in this article.

What history says happens to stocks if there's a recession The good news for traders: A U.S. recession is almost fully priced into the stock market. The bad news: It's not 100% priced in, if history is any guide.

What’s life really like for people in retirement? A recent survey of retirees sheds light on how to improve retirement readiness for those retiring sooner than later.

What is retirement really like? Retirees fall into four camps, says research from Age Wave and Edward Jones, and the largest group is distressing to see.

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you have taken to make the transition easier in the comments below.

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

This article highlights reasons why Millennials and Gen Zers have changed their minds about saving for the future.

Some Millennials and Gen Z have hit an 'apocalyptic' phase in which they don't see the point in saving for the future Some younger workers aren't betting on the future. Instead, they're spending on right now.

There's more to changing jobs than just a paycheck. Whether it's better benefit packages, retirement plans, or even an easier commute—what are some of the reasons that made you decide to change jobs? Let me know in the comment section.

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

Since the S&P 500 index’s record close on Jan. 3 this year, stocks have been on a slide that’s left large-capitalization benchmark on the verge of formally entering bear market territory. Learn what’s next in this article.

'Nowhere to hide?' What's next as stocks slump toward bear market amid stagflation fears U.S. stocks enjoyed a big bounce Friday, but it's far from an all-clear for investors looking for signs that a selloff that's put the S&P 500 index on the...

Whether you changed jobs for a better work-life balance or a more fulfilling career, starting a new job is a great time to work on good financial habits. I can help you with financial strategies for navigating this transition.