Matt Trewin, Agent with New York Life

Spring is sprung! The flowers are blooming and new beginnings are calling! Are you ready to embrace the season's magic and cultivate your financial future? Let's connect and explore fresh opportunities together!

Happy St. Patrick's Day! Today, we celebrate Irish culture, good luck, and the spirit of togetherness. Let’s join together to embrace the joy of this special day! Share your favorite St. Paddy's traditions in the comments! Sláinte!

I will be at Elizabeth’s Community Banks of Colorado this Friday. Feel free to stop in and chat if I can be a resource for you with life insurance or along term care coverage. I am happy to get you any information you need!

I wil be working from Community Banks of Colorado-Elizabeth- and wanted to share a few dates:
Friday, Feb 20 | 9:00-12 pm
Wednesday, March 20 | see flyer for details.
Fell free to stop by or message/call ahead if you like. I am simply a resource for the community, happy to answer any questions around Life Insurance, Long-Term care, rollovers or other planning topics.
I love helping people explore their options, so let me know how I can help!
-Matt

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/3P2HJ7z may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

Happy National Employee Appreciation Day! Today, we celebrate the hard work and dedication of our amazing team members. Your contributions make all the difference and drive our success. Let’s take a moment to recognize those who support us for all the effort. Connect with me to find out how our hard working team can help you create a strategy for a secure financial future.

The emotional and financial toll of caring for a loved one sometimes means you will have to reevaluate your own long-term care plans. But it doesn’t have to be that way. There are strategies and resources to help you cope, lessen the load on others, and still make plans for your own care in the future. Learn more in this very informative article from AARP.
https://bit.ly/4rMMgJQ

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

The U.S. Economy Will Gain Steam This Year Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

Just when you think you have it all figured out, life throws you a curveball, but having someone who understands your challenges can help you get back on track. As a New York Life financial professional, I've helped countless families navigate life changing events. Learn more about how I can help you reach your goals and contact me if you want to chat.

How to Get Life Insurance | New York Life Discover the essential steps for getting life insurance, from choosing the right policy to understanding coverage options. A comprehensive guide for first-time buyers.

What do you do if your biggest financial threat is simply having too much of a good thing — money?

6 Champagne Problems Successful Retirees Face

Just a reminder that I will be available at the Community Banks of Colorado in Elizabeth this Friday 2/20 from 9 am to noon. Stop in and ask any questions you may have about your planning or insurance, or schedule a time in advance. I am a resource for the community and would love to help with information and guidance!

I wil be working from Community Banks of Colorado-Elizabeth- and wanted to share a few dates:
Friday, Feb 20 | 9:00-12 pm
Wednesday, March 20 | see flyer for details.
Fell free to stop by or message/call ahead if you like. I am simply a resource for the community, happy to answer any questions around Life Insurance, Long-Term care, rollovers or other planning topics.
I love helping people explore their options, so let me know how I can help!
-Matt