E. Charles Woodbury, Registered Representative with NYLife Securities LLC

This Juneteenth, take time to honor history, celebrate progress and support one another.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

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Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4fFVtjW

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Worried about taxes in retirement? As your protection needs change, the cash value of a life insurance policy can be a powerful source of tax-free income—allowing you to keep more of your savings for the things that matter. (Accessing the cash value will reduce the death benefit and cash surrender value, and the policy must be structured properly to maintain tax-free distribution status.) https://bit.ly/4xhD4Qu

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