Cash Management
How Can I Better Manage My Short-Term Cash?
August
HOT TOPIC: What’s Happening in the World of Higher Education?
Mutual Funds: What’s in Your Portfolio?
Home Energy Tax Credits
On the Move Again: International Travel Tips
SECURE 2.0: Big Impact for Small Businesses
It’s Your Money: Why Not Get Your Withholding Right?
July
HOT TOPIC: Is This Bull Timid or Ready to Charge?
Why Buy Life Insurance During Unsettled Economic Times?
SECURE 2.0 Act Expands Early Withdrawal Exceptions
REITs, Rates, and Income
Tracking the Fed’s Progress on Disinflation
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
June
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
May
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
April
HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Are You Eligible for Any of These College-Related Federal Tax Benefits?
Time for a Spring Cleanup: Organizing Your Financial Records
Retiring in a Down Market? Don’t Panic
Trusts — Not Just for Estate Taxes
Business Owners: Should You Organize as an LLC?
March
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
Tax Forms
Tax Rates
Tax Publications
Tax Glossary
Tax Calendar
TaxWise Strategies
Tax Calculator
NYL Calculators
Life Insurance
Annuity Tax Advantages
Current Retirement Savings
Spending Habits
Savings in Retirement
Burial and Final Expenses
Savings Goals
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mshumard2@ft.newyorklife.com
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Cash Management