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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

HOT TOPIC: High Inflation: How Long Will It Last?

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

HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

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

HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

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

HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

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?

December

Should You Speed Up Your Retirement Plans?

Balancing Medicare and Work-Based Insurance

Is Your Business Eligible for the Research and Development Tax Credit?

Catalytic Converter Thefts Are on the Rise: Here’s Why

November

Net Price Calculators Help Gauge College Affordability

Is a High-Deductible Health Plan Right for You?

Women Face Challenges in a Post-Pandemic World

Do You Have a Tax-Smart Withdrawal Strategy?

October

HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

Four Reasons to Review Your Life Insurance Needs

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

A Map for Your Family

Credit Scores Reach Record High

Fund Retirement and Reward Workers with a Cash Balance Plan

September

Signs of a Scam…and How to Resist It

Child Tax Credit for 2021: Will You Get More?

Following the Inflation Debate

What a Relief! Congress Acts Against Surprise Medical Bills

August

HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

Don’t Let Debt Derail Your Retirement

Company Stock and Your Retirement Strategy

Crisis Averted? Financial Help for Struggling Renters and Landlords

Account Access

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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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