Kellie Phillips, Licensed Agent with New York Life Insurance Company

Change remains constant. Here's how best to manage it this year.

Tax Day has been moved to May 17. That gives you even more time to file your federal return. If you need any help, feel free to check out these online resources and let me know if you’d like to talk about ways to reduce future taxes.

Taxes may be at historically low rates now, but there’s no telling where they’ll be in the future and how they’ll impact your retirement. You’re invited to a complimentary seminar on Wednesday, April 28th at 6:00PM PDT that will provide ideas on how to help reduce the effect taxes may have on your retirement income. Register for the seminar here.

Tips to keep your work culture strong from a 20-year veteran at virtual operations.

Ready for more stability? Find out how converting from term to whole life insurance can give you more benefits throughout your life and into retirement. Feel free to reach out with any questions, I'm here to help.

When it comes to your retirement strategy, there's no time to take chances. Learn what matters when it comes to choosing an insurance company and why New York Life's financial strength ratings are consistently among the highest in the industry.

Ideas on how you can observe National Financial Literacy Month in a meaningful way.

APR? Interest Rate? Let's break it down.

What's in a name for your start up? Everything, if you pick the right one.

Be aware of how tax refund scammers target college students and staff.

Is your state on this list?

Keep handy this breakdown of retirement income and taxes this season.

If your business is just you, this one is just for you.

If you're not saving for retirement, check out these two reasons for starting early.

How much more productive would you be without time zone mix-ups? Help for that and six other types of miscommunication is here.

Life is full of big events but transitioning out of work and into retirement may be one of the biggest. If you're getting ready to take that first step, I can help you create a strategy that fits your specific needs. Before you start, let's talk.

How many of these small business skills do you have?