Vladimir Rodriguez, Registered Representative with Nylife Securities LLC

10/25/2026

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions? Here’s what you should know.

Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.

10/24/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

10/23/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/22/2026

In this week’s Kiplinger Ask the Tax Editor, Joy Taylor answers questions from readers on federal and state estate taxes.

In this week's Ask the Tax Editor Q&A, Joy Taylor answers questions from readers on federal and state estate taxes.

10/22/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

10/19/2026

The Kiplinger Tax Letter Editor answers readers' tax questions on investments, including one on the definition of qualified dividends.

In this week's Ask the Tax Editor Q&A, Joy Taylor answers readers' tax questions on investments, including one on the definition of qualified dividends.

10/18/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/17/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/16/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4i7d2ZD

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.