Mark Francis, MBA, RICP, Financial Svcs Professional/NYLIFE Securities LLC

02/17/2026

Planning for retirement isn’t just about how much you save, it’s also about how income is taxed once you stop working. Most retirees draw income from more than one source, and each can be taxed differently.

Understanding how these tax buckets work together can help reduce surprises and support more confident planning.

08/14/2025

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.

08/12/2025

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

08/06/2025

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

08/04/2025

Social Security is an important source of income for millions of retirees. Here’s a look at some facts about Social Security that may surprise you.

Even if you’ve been collecting benefits for years, you may have more to learn.

08/01/2025

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/4lbSajB

03/24/2025

When Dr. Brown unexpectedly passed away, his family faced challenges beyond grief. Though he was a successful professional, the lack of proper planning left his loved ones struggling to maintain their lifestyle. The cost of education for his children, ongoing household expenses, and future financial goals were suddenly uncertain. Watch Dr. Brown’s story to see why life insurance isn’t just for replacing income, and contact us today to start securing your family’s future and ensuring they can continue the life you’ve worked so hard to provide.

This is "Protecting Family Income with Life Insurance" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

01/10/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right insurance policy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is call.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

12/28/2023

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

11/22/2023

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/20/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget