Lucia Banko, Financial Services Professional | NYLIFE Securities LLC

Do you have a sizable estate and want to ensure both income protection for your family and easy access to cash value? Sounds like a tricky balance, but with the right strategy, it can be possible to provide long-term financial security for your loved ones while maintaining access to tax-preferred cash values. Watch this story and then let’s see how a similar approach could work for you.

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Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Got $5 Million Saved? Here Are the Huge RMDs the IRS Makes You Take at 73, 75, 80 and 85

To all the dads who work hard, lead with love, and build strong futures—this day is for you! Thank you for all you do.

Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with you some term life insurance rates that should get your heart pumping.

Term Life Insurance Policies | New York Life Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

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

Remember, total health includes physical, mental and financial well-being. Strong finances reduce stress and support a healthier life. Let’s create a strategy for your future so you can focus on what matters most. Start today!

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

Even if you don’t get out as much as you used to, the AARP Virtual Community Center is making it easy to enjoy all the movies, concerts, and events you love. For a list of online activities, visit:
https://bit.ly/3Qh5tFI

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can feel overwhelming, sometimes all it takes is the right financial strategy to pull it off. Need help? Reach out and let's talk.