Melissa Wilson

06/01/2026

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

05/07/2026

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

05/05/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem. That’s why you might consider having an alternate source of income to provide flexibility during bear markets—and keep your retirement on track. Connect with me to learn more: https://bit.ly/4w5YQpT

05/02/2026

May 2nd is National Life Insurance Day – the perfect reminder to make sure your coverage is keeping up with your life’s changes. Remember, a strong financial strategy protects the ones you love too—let’s review your policy and secure your family’s future.

04/29/2026

Many of the most common sources of retirement income are taxable. Diversifying with sources of tax-free income may help lessen your tax hit in retirement. https://bit.ly/4cKZbp2

04/27/2026

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

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.

04/23/2026

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

Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

03/31/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem. That’s why you might consider having an alternate source of income to provide flexibility during bear markets—and keep your retirement on track.https://bit.ly/4m0UrQD

03/26/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/4dblG8K

03/23/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://bit.ly/4sXlONv