Margaret Tesoriero, Financial Services Professional, 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/4z1z86U

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

10/05/2026

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

10/05/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

10/03/2026

Required minimum distributions (RMDs) generally increase as we age, which means retirement withdrawals and tax obligations may change over time. Planning ahead can help reduce surprises and create greater flexibility later in retirement.

If you'd like to better understand how future RMDs may affect your retirement income strategy, let's connect.

10/02/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/02/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/01/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/01/2026

Retirement is evolving. Many Americans are choosing to work longer, reflecting longer life expectancies and changing views on retirement. That shift can affect how long retirement savings may need to last and how income strategies are built.

If you're thinking about your own retirement timeline, I'd be happy to discuss how these trends could impact your long-term plans.