Connor Anderson FSCP, Registered Representative with NYlife Securities LLC

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4zyAKVJ

If it gets you thinking about your own plans, send me a message.

10/05/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

10/02/2026

I’m officially a Financial Adviser with Eagle Strategies LLC, in addition to my role as an Agent with New York Life.

This is something I’ve been working toward for a while, and I’m really excited about what it means for the direction of my practice. I’m now able to take a more holistic approach and help clients with more comprehensive financial planning and investment management, in addition to the insurance and protection planning I’ve been doing.

My goal is to be someone my clients can come to for their entire financial picture. Whether that’s investments, retirement, insurance, or simply figuring out what they should be doing today to work toward their goals.

I’ve learned a ton over the last couple of years and still have plenty more to learn, but I’m really proud of how far I’ve come and excited about where I’m headed.

Thank you to everyone who has supported me along the way. Excited for what’s next!

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4rB4T3T
If this sounds like you, or someone you know, send me a message and let's talk.

09/27/2026

Life insurance is key for small business owners.

09/26/2026

Have money sitting on the sidelines?

If you have money you don’t anticipate needing for the next few years, now may be a good time to take a closer look at what it’s earning.

New York Life is currently offering a 5.30% annual guaranteed initial interest rate, guaranteed for 3 years on its Secure Term MVA Fixed Annuity.

For the right situation, this can provide something many people are looking for right now… predictability.

If you have cash sitting in savings, CDs, or other accounts and want to understand your options, send me a message. I’d be happy to have a 20–30 minute conversation.

09/25/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/22/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/19/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence