David Marchan

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

Millions of People Are Leaving High-Tax States Like California and New York: Here’s Where They’re Moving and How Much They’re Saving in 2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4dUDcN7

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

The Retirement Readiness Checklist That Goes Beyond Savings Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4vcMbQN

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?

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Home buyers in the first quarter were more concerned about the economy and mortgage rates than they were about home prices, CNBC's Housing Market Survey found.

Iran war upends spring housing market. Here's what real estate agents are seeing

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

12 Things to Stop Buying When Money Gets Tight Loosen your budget by saying goodbye to these purchases