Cassie Wehr, Agent with New York Life

22/09/2026

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity for the people you care about—so housing, education, everyday expenses, and future goals do not have to change all at once.

Identify the expenses you would want protected first.

21/09/2026

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

18/09/2026

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.

18/09/2026

Most people hope they will never need life insurance. But when the unexpected happens, it can become the safety net that helps a family keep its footing. Racquel Pleasants describes the relief of knowing that protection was there when her family needed it.

Do not wait for a crisis to find out whether your safety net is strong enough.

17/09/2026

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.

17/09/2026

Life insurance is not an isolated decision. It can be a foundational part of a financial strategy—helping protect the people, income and long-term goals that everything else depends on. A financial professional can help connect coverage decisions to the rest of your strategy.

Build protection into the foundation of your financial strategy.

16/09/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

16/09/2026

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