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A legacy of love

We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

January

Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
A 529 Plan Can Help Jump Start Your College Fund

Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Tips for Safe Online Shopping

This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Taking Control of Your Retirement Savings

Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

December

HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Sectors: Overweight, Underweight, or Just Right?

Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Is It Time to Buy an Electric Vehicle?

The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Talk About These Money Matters Before the Wedding

Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

This article discusses the most common and costly types of scams, and how would-be victims can spot them.

November

HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Famous People Who Died Without Proper Planning

Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Retirement Savings in a Volatile Market

Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Virtual Health Care Is Here to Stay

Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

October

HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
How Much Life Insurance Do You Need?

Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Small Businesses Are Short-Staffed and Overwhelmed

The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

Newsletters

A 529 Plan Can Help Jump Start Your College Fund

Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

More Newsletters

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Capital Edge Insurance & Financial Services | Roseville, CA

Contact Us

What do you wantto do?

Bring your career to life

New York Life is dedicated to serving professional advisors

We're right herewith you

We're in this together

We have the answers... and we're happy to share

It all starts with you

You planned forhis arrival

We're hereto help

Bring your career to life

We have the answers... and we're happy to share

A legacy of love

We're right herewith you

Bring your career to life

You planned forher arrival

Great Rewards

Newsletters

January

December

November

October

Capital Edge Insurance & Financial Services | Roseville, CA

Contact Us

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What do you want
to do?

We're right here
with you

You planned for
his arrival

We're here
to help

We're right here
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You planned for
her arrival