A Seat at The Table
November 2026
One of the themes at this year’s annual meeting for agents of New York Life was simple yet profound. “Honor what you’ve inherited.” This was said by Aaron Ball, Executive Vice President and head of New York Life’s Foundational Business. As we head into the Holiday Season, these words have stuck with me.
Your Financial Monsters Don’t Scare Us
October 2026
The pumpkins are out, the massive skeletons are showing up, and somewhere in America, someone just checked their grocery receipt and screamed like a teenager in a horror movie.
Let’s face it. The scariest things this October aren't lurking in haunted houses. They're hiding in our bank accounts, retirement statements, credit card bills, and financial futures.
Life Insurance Awareness Month
September 2026
September is Life Insurance Awareness Month. Life insurance is an interesting thing. In his book Against the Gods: The Remarkable Story of Risk, Peter Bernstein explores the history of life insurance not as an “invention”, but as a crucial outcome of humanity's developing ability to measure, calculate, and manage risk through the evolution of probability theory and statistics. At its core, life insurance was a social construct- a way for the people in a community to spread risk.
Falling Off the Cliff: Navigating the Great Unknown of Adulthood
August 2026
You’ve probably heard the phrase. In the disabled community, it’s whispered in the hallways at IEP meetings and typed out in panicked Facebook threads: "falling off the cliff."
It’s that moment when the safety net you’ve spent years weaving—the one anchored by IDEA, by Individualized Education Programs, and by a school system legally obligated to support your children—suddenly vanishes.
It is a terrifying shift. The only way conquer the cliff is to start building a bridge—and we need to start building it much sooner than we want to admit.
Balancing Today's Needs With Tomorrow's Uncertainty
July 2026
As a financial professional with New York Life Insurance Company, I’ve walked alongside many families who love and care for a child with special needs-a child who may never becomefully financially independent.