Yulia Zalygina, Agent with New York Life

Did you know that gifting can significantly reduce your estate tax liability while ensuring your loved ones benefit? Watch as Alex and Leigh learn how to effectively leverage their annual gift tax exclusion and provide their children a solid financial foundation, with significantly reduced tax burdens, and let’s explore how these gifting strategies could be used to optimize your financial legacy.

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How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

6 Steps to Quickly Build Your Emergency Fund

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

New Wealth Taxes Could Drive Residents Out of High-Tax States in 2026: But Will You Still Owe Taxes After Moving?

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

How AI Chatbots Can Secretly Give Biased Advice “Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

What Happens to Your Mortgage When You Die? - NerdWallet

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

The Importance of Buy-Sell Agreements: Secure Your Business Future In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company,…

What do you do if your biggest financial threat is simply having too much of a good thing — money?

6 Champagne Problems Successful Retirees Face

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

The U.S. Economy Will Gain Steam This Year Bigger tax refunds and resilient consumers will keep the economy humming in 2026.