Connor Anderson FSCP, Registered Representative with NYlife Securities LLC

09/08/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

09/04/2026

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/4qYTNpk

08/31/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

08/28/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

08/27/2026

I’m excited to share that I’ve officially passed the Series 66!

For me, these exams aren’t just about adding another credential. They’re about continuing to develop the knowledge and capabilities needed to provide more comprehensive guidance to the individuals, families, and businesses I work with.

Passing the Series 66, along with my Series 7 and FSCP® designation, represents another step toward the type of financial planning practice I’ve been working to build.

I’m grateful for everyone who has supported me along the way and excited for what comes next.

08/25/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

08/22/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/3Si3Vwp

08/19/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

08/16/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/13/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.