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March

HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending

Key Retirement and Tax Numbers for 2023

Creating Your Own “Operation London Bridge”

Double Up with a Spousal IRA

When Should Young Adults Start Investing for Retirement?

The Inflation Experience is Painful – and Personal

February

HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

Balancing Stocks and Bonds in One Fund

Fixed for Life: What Can an Annuity Do for You?

Three Ways to Help Simplify Your Finances

IRA Strategies: After-Tax Money and the Pro-Rata Rule

Small Businesses Should Prepare for Stronger Tax Enforcement

January

Stretch IRA Alternatives

A 529 Plan Can Help Jump Start Your College Fund

Tips for Safe Online Shopping

Taking Control of Your Retirement Savings

December

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

Sectors: Overweight, Underweight, or Just Right?

Is It Time to Buy an Electric Vehicle?

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

Talk About These Money Matters Before the Wedding

Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

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

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

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

Account Access

View Your Personal Accounts

Calculators

NYL Calculators

Annuity Tax Advantages

Current Retirement Savings

Spending Habits

Savings in Retirement

Burial and Final Expenses

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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.

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