Wesley McNeal - Agent with New York Life

08/24/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4xTMMrP

08/13/2026

Business owners: It’s not what you make—it’s what you keep.

With tax deadlines approaching, now is a great time to think beyond taxes and focus on how your business can help build and protect your wealth.

Let’s connect and explore your options.

08/11/2026

I'm excited to be part of this year's National Black Business Expo at Community Baptist Church! Stop by my table, say hello, meet other amazing local business owners, and let's talk about building stronger financial futures for our families and our community. I look forward to seeing you there!

08/10/2026

🚨 Started a new job? Congratulations! Before you get settled into your new role, don't forget about your old 401(k). You may have more options than you realize, and one simple conversation could help you avoid costly mistakes and better position your retirement savings. If you've recently changed jobs—or know someone who has—send me a message. I'd be happy to help you explore your options.

08/08/2026

While I'm proud of this accomplishment, what excites me most is what it means for the people I have the privilege of serving. My goal has always been to help individuals, families, professionals, and business owners make informed financial decisions with confidence.

Whether you're preparing for retirement, changing jobs, reviewing your financial plan, or simply looking for a second opinion, I'd be honored to be a resource.

If you know someone who could benefit from a conversation, I'd greatly appreciate the introduction. Referrals are one of the highest compliments I can receive.

07/27/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

07/27/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

07/27/2026

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.

07/27/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

06/24/2026

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/44xkDKs 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.