Xueying Wang Financial Service Executive

04/29/2021

Once you reach a certain age, you're required to take the minimum distribution from your tax-qualified retirement account, but you do have options how you can use it. Reach out and I can help you figure out the best strategy for you.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, their rules and how RMDs can be used.

04/24/2021

When it comes to your retirement strategy, there's no time to take chances. Learn what matters when it comes to choosing an insurance company and why New York Life's financial strength ratings are consistently among the highest in the industry.

Financial strength or insurance ratings indicate an insurance company's ability to pay policyholder claims. Learn how important these ratings are from New York Life.

04/19/2021

Typically, the longer you wait to start collecting Social Security, the bigger your benefits will be. However, the immediate need for assistance can outweigh the desire to wait. If you need help deciding what to do, read this article and let’s talk.

Guidance on when to claim benefits based on your personal needs.

04/14/2021

Life is full of big events but transitioning out of work and into retirement may be one of the biggest. If you're getting ready to take that first step, I can help you create a strategy that fits your specific needs. Before you start, let's talk.

Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

04/09/2021

Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

04/04/2021

Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.

Guidance on when to claim benefits based on your personal needs.

04/01/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

03/30/2021

New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.

What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

03/25/2021

Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.

Employer provided life insurance is a valuable benefit, but it's not always enough. Learn how to supplement your policy's coverage from a New York Life agent.

03/25/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.