Max Lopez, Financial Services Professional with Nylife Securities LLC

12/09/2023

Whether you want to celebrate the end of 2023 by retiring in December or kick off the more relaxed you in the new year, the specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

Learn how you can secure a long and comfortable retirement with help from New York Life. Browse our retirement planning resources and live the life you want!

11/28/2022

Seasons change whether we're ready or not, and the same is true in our own lives. If you're not sure you’re ready for the change retirement brings, check out these financial considerations. Remember, I’m always here to help.

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

11/28/2022

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

Playing retirement catch up isn't easy. Learn how to start planning for retirement late with these steps and considerations.

08/28/2022

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.

08/27/2022

As we continue to struggle with social issues in our nation, it’s vital to address the impact they have on our communities. Today, I'm happy to announce the addition of social justice as a key area of the . Learn what they’re doing to help.

The New York Life Foundation, the charitable arm of America’s largest mutual life insurer1, today announced the addition of social justice as a third focus area.

08/26/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

11/17/2021

Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.

Maintain the lifestyle you've earned with a steady monthly income, now through retirement. Discover how you can receive immediate annuity with New York Life!

11/17/2021

A family day can be a fun way to spend time with your family, but also the perfect opportunity to discuss important matters like family finances. Here are some topics you might consider.

Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

11/17/2021

No one can tell the future. That's why preparing for retirement can often feel so overwhelming. Fortunately, with a little help, you can prepare for whatever comes your way. Read this article and let's get started today.

When financially preparing for retirement, remember to consider five things about income sources and preparation.