Michael Chase Financial LLC

06/02/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4vi16sW

05/26/2026

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get it from New York Life—one of the most respected names in the industry. Don’t put it off any longer. Contact me today.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

05/19/2026

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for his wife and kids. Racquel was able to stay in their home and focus on her family’s future. Let’s talk about how you can protect what matters most—before life throws you the unexpected.

05/12/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

05/05/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

04/28/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

04/21/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

04/14/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

04/07/2026

Here’s what you should know about the hidden economic value of unpaid work.

03/31/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

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