Resources

Newsletters

November

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

Famous People Who Died Without Proper Planning

Retirement Savings in a Volatile Market

Virtual Health Care Is Here to Stay

October

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

How Much Life Insurance Do You Need?

Building Financial Resilience

Donor-Advised Funds Combine Charitable Impact with Tax Benefits

Small Businesses Are Short-Staffed and Overwhelmed

September

HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

Dividends for Income and Total Returns

What the Red-Hot Job Market Means for Workers

Preparing for a Natural Disaster

August

HOT TOPIC: Is the U.S. Economy in a Recession?

Inflation Protection for Investment Dollars

Uncle Sam Wants to Know About Your Gig Income

Sticker Shock Is No Joke for Car Buyers

Six Steps to Starting a New Business

July

HOT TOPIC: Tech Sector Turmoil and the Bear Market

A Wealth of Information: How to Read a Mutual Fund Prospectus

Should You Consider Tapping the Equity in Your Home?

Adjusting Your Tax Withholding

WEP and GPO Can Reduce Social Security Benefits

How Long Should You Keep Financial Records?

June

HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

Avoiding Probate

What’s Your Retirement Dream Elevator Pitch?

Are You Ready to Cancel Your Cable TV?

Where to Look for Lost and Forgotten Money

Consider a Bond Ladder for Rising Interest Rates

May

Working While Receiving Social Security Benefits

Baseball Lessons That Might Help Change Up Your Finances

Planning to Quit Your Job? What to Know Before You Go

Why Small Businesses Should Pay Attention to Accessibility

Food Inflation: What’s Behind It and How to Cope

April

ETFs Are Gaining on Mutual Funds: Here’s Why

Key Retirement and Tax Numbers for 2022

Splurge or Save? Making the Most of Your Income-Tax Refund

Flood Insurance: Be Prepared for Rising Waters and Changing Rates

March

When Two Goals Collide: Balancing College and Retirement Preparations

Mutual Funds: Do You Know What’s in Your Portfolio?

If You Don’t Have a Will, You Probably Should

Going Green: A Fast-Growing Corner of the Global Bond Market

When Buying Is Easy, Paying Later Can Be a Problem

February

Building Blocks for Financing College with Less Debt

Preparing for Libor to Leave the Building

Are You a HENRY? Consider These Wealth-Building Strategies

Did You Know Medicaid May Pay You as a Family Caregiver?

January

HOT TOPIC: The Fed Pivots to Fight Inflation

401(k) and IRA: A Combined Savings Strategy

Charitable Giving Can Be a Family Affair

Your Social Security Statement: What’s in It for You?

Looking Back, Looking Forward

Going Public: How Are Direct Listings Different from IPOs?

Account Access

View Your Personal Accounts

Calculators

NYL Calculators

Annuity Tax Advantages

Current Retirement Savings

Spending Habits

Savings in Retirement

Burial and Final Expenses

Request A Quote

Tell A Friend

John W. Cucarese is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed in various other independent unaffiliated insurance companies in the states of OH, PA, WV, CO, CA (CA Insurance License # 0M97546), FL, GA, KY, MA, MD, SC, NC, NJ, NY, and TN. No insurance business may be conducted outside the states referenced.

John W. Cucarese is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 3911 Sunset Blvd., Unit 1, Steubenville, OH 43952. In this regard, this communication is strictly intended for individuals residing in the states of OH, PA, WV, CO, CA, FL, GA, KY, MA, MD, SC, NC, NJ, NY, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

John Cucarese is also separately registered as an investment advisor representative with Eagle Strategies LLC, A Registered Investment Advisor, offering financial planning and investment advisory services in the states of CA, CO, FL, GA, MD, NJ, NY, OH, PA, WV. As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither New York Life Insurance Company nor its agents or affiliates nor Simplify Retirement or its staff provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Simplify Retirement is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Copyright 2022. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

Check the background of this investment professional