Edgar A. Freeman

05/31/2026

I know how difficult grief and loss can be, especially for young people. Iʼm proud that the New York Life Foundation continues to create resources to help children feel less alone. Download the New York Life Foundation's new graphic novel "Lost in the Middle" and learn more here https://nyl.co/4uH9Hpn

05/30/2026

Julia Hermann from the Global Market Strategy team at New York Life Investments discusses the model from the Atlanta Fed, a live tracker of GDP growth, showing a dramatic swing due to trade dynamics. Watch the video, then click here to learn more:
https://bit.ly/4dB2a5i

05/29/2026

Did you know that gifting can significantly reduce your estate tax liability while ensuring your loved ones benefit? Watch as Alex and Leigh learn how to effectively leverage their annual gift tax exclusion and provide their children a solid financial foundation, with significantly reduced tax burdens, and let’s explore how these gifting strategies could be used to optimize your financial legacy.

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05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4fN6boB

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/27/2026

Have you thought about how your retirement assets might impact your heirs once you're gone? In this story, Elizabeth worked hard to build significant retirement savings. But when it came time to pass those assets to her daughter, Maggie, taxes took a big bite out of the inheritance. I can show you an approach that allows you to maximize the value of your assets for your heirs while maintaining access to funds if needed, often by smartly utilizing life insurance and optimizing distributions.

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05/26/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

05/25/2026

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05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.