Mark Phillips, Jr. Financial Services Professional NYLIFE Securities LLC

06/21/2025

June is Annuity Awareness Month, the best time to think about your vision for a financially secure retirement. Whether you’re seeking growth through equities, guaranteed lifetime income*, or legacy protection, New York Life is committed to making those conversations easier. DM me for annuity solutions that can help you achieve your dream retirement.

*All guarantees are backed by the claims-paying ability of the issuer.

06/20/2025

More than 4 million people will reach retirement age each year through 2029, and many won’t have a traditional pension to rely on.* June is Annuity Awareness Month, a great time to explore solutions for dependable income in the years ahead. DM me to discuss how an annuity can provide guaranteed income for life**.



*Source: 2024 Retirement Investors: Behaviors, Attitudes and Financial Situations. LIMRA 2025
**All guarantees are backed by the claims-paying ability of the issuer.

06/19/2025

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. https://bit.ly/4kM65gO

*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 https://bit.ly/4kM65gO

06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

06/12/2025

Tired of overthinking money?
You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to others, but what is your next move? Focus on your financial strategy.
Check out these simple tips to stop stressing about money: https://bit.ly/3FVN5gs
Need help building a financial strategy that works for your life? Let’s chat.

05/27/2025

Whether you’re planning a big purchase, aiming for better loan terms, or just want more financial freedom, boosting your credit score can make a big difference. I found this helpful CNBC article with tips that could help increase your score by up to 160 points in just 30 days.
Need help creating a game plan for your financial goals? Let’s talk—I'm here to help.
The article is for general informational purposes. Credit scores vary significantly based on individual circumstances. Consider your unique situation when working to improve your credit score. Consult with a credit counselor for personalized advice.
https://cnb.cx/43eg4oM

05/25/2025

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/22/2025

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities and decide which is best for you.

05/22/2025

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

05/22/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

05/16/2025

Raising an athlete is no small feat—you're investing time, energy, and money to help them chase their dreams. But while you're supporting their goals, don't lose sight of your own. Check out these quick tips from New York Life to help you manage costs and stay on track with your own financial goals.
Want help building a game plan that supports both your child and your financial goals? Let’s connect.
https://nyl.co/43xZwIk

04/29/2025

Some of the most in-demand side hustles require ZERO advanced tech skills—just practical know-how and a willingness to start. Whether you want to boost your income, explore entrepreneurship, or build something bigger, there are plenty of opportunities using skills you already have.
Check out this article on easy, high-demand digital side hustles:
Need help with your financial strategy? Let’s connect!
Article is provided for informational purposes only. Readers are encouraged to consult with a qualified career advisor, HR professional, legal expert, or relevant specialist before making decisions related to employment.
https://bit.ly/42POhtr