Brian Kwon, Partner with New York Life

07/23/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

07/21/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

As inflation persists, the 2027 Social Security COLA forecast has dropped slightly to 3.8% — a 0.1% decrease compared to the April estimate.

07/16/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

07/14/2026

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a parent in their 90s without them knowing.

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.

07/09/2026

Yes, more can go wrong when you are presenting virtually. Here's how to plan for it.

Recently, I was one-third of the way through delivering a virtual, high-stakes client presentation when my screen went blank — that’s right blank. When I went to grab the document I had been sharing, it was gone. Stressed, I took a deep breath and asked my client, Barbara, to bring up the duplic...

07/07/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

07/02/2026

Latino-owned businesses are thriving—and they need financial professionals who understand their goals and values. If you're passionate about empowering diverse communities through financial guidance, let’s talk about how you can make a difference.

06/30/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/25/2026

Is time standing still at work? The clocks moving ahead is the perfect reminder to explore new opportunities. At New York Life, we can give you the tools to build an exciting career in financial services that you can proud of. Reach out and let's talk when you have the time.

06/23/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.