Lisa Olsen, Agent with New York Life

10/15/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/13/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/12/2026

I'm excited to share I've joined Realities for Children as a Business Member!! I'm honored to be among other businesses with similar values!

10/11/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

10/09/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

09/30/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/30/2026

Had a blast at the Walk to End Alzheimer’s this weekend with these two!! There was a wonderful turnout of some of the best people in NoCo!

09/28/2026

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.

09/26/2026

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.

09/25/2026

Life insurance is key for small business owners.