Yury R Pardo • Licensed Agent with New York Life

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4cDusun

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

Un seguro de vida no solo protege a tu familia… también puede ayudarte a construir tu futuro financiero.

✔ Protección para tus seres queridos
✔ Ahorro que crece con el tiempo
✔ Acceso a dinero en caso de necesidad
✔ Apoyo para educación, retiro y más
✔ Beneficios fiscales

Es una herramienta que combina seguridad + crecimiento financiero en un solo plan.

Si quieres saber cómo funciona y si es adecuado para ti, con gusto puedo orientarte.

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

“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.

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

Paper Tax Filers Face Long Wait as IRS Digitization Effort Stalls The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

How the New ‘Senior Bonus Deduction’ Works - NerdWallet

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

How Medicare Advantage Soaks Taxpayers — and Retirees With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

How One Extra Dollar of Income Can Cost You Thousands in Retirement Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

What Is an Assumable Mortgage and Could It Save You Thousands? With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

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.

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

nyladvisors.com

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Medical emergencies can lead to debt and bankruptcy — even for insured Americans Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.