Alexander Financial Group, LLC

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Got $5 Million Saved? Here Are the Huge RMDs the IRS Makes You Take at 73, 75, 80 and 85

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

Scammers Are Using AI to Target You — Don’t Get Caught Off Guard - NerdWallet

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4ojANQK

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

Entry-level jobs calling for AI skills nearly doubled from a year ago, says report As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

How to Negotiate With a Health Care Provider to Lower Your Medical Bills

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

The average cost of college in 2026 (and how to pay for it)

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
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