Logan Dopson, Registered Rep with New York Life

07/28/2025

Estate planning is more than just writing a will. Learn about important estate planning documents that can help individuals and families prepare for future needs and unexpected events.

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.

07/27/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/3GHQQXy may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

07/26/2025

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

07/25/2025

Market volatility and economic uncertainty can present financial risks in retirement. Let’s talk about creating retirement income to help mitigate these risks.

07/24/2025

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

07/23/2025

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

07/22/2025

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace of mind, knowing your death benefit, cash value growth, and level premiums are backed by 180 years of being there when we're needed most.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

07/07/2025

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most of higher-for-longer interest rates.

The Fed has indicated that interest rates aren't coming down just yet. Here's how to make the most of where we stand.

07/06/2025

Things to consider and free tools to help you when adding an advance directive for dementia to your estate plan.

Add an advance directive for dementia to your estate plan with one of these free tools.

07/05/2025

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. http://bit.ly/3I1dJFw

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology http://bit.ly/3Ga4LVZ