Felix Castano, Financial Services Professional with Nylife Securities LLC

Felix Castano, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I offer integrated retirement and insurance strategies focused on maximizing value over the course of your lifetime, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Greater Pasadena Office 801 North Brand Blvd Penthouse Suite Glendale, CA 91203 Phone: (818) 662-7500 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0K95708

Operating as usual

Looking to deduct college expenses? There are options.
11/23/2020
Can You Deduct College Tuition On Your Federal Income Tax Return?

Looking to deduct college expenses? There are options.

There are several options for deducting college tuition and textbooks on your federal income tax return, including the American Opportunity Tax Credit, Lifetime Learning Tax Credit, Tuition and Fees Deduction, and Employer-Paid Educational Assistance.

How do your retirement savings compare?
11/21/2020
Average Retirement Savings by Age - NerdWallet

How do your retirement savings compare?

Knowing the average retirement savings amount can feel satisfying, but it's not the best metric for knowing whether you personally have saved enough.

Looking for a little more certainty with your money?Check out this very special guaranteed interest rate. It’s only avai...
11/20/2020

Looking for a little more certainty with your money?
Check out this very special guaranteed interest rate.
It’s only available for a limited time, so contact me today!

Just for women: We know it's been an especially challenging year for you. Try these tips to help you bounce back.
11/19/2020
The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back | Kiplinger

Just for women: We know it's been an especially challenging year for you. Try these tips to help you bounce back.

The COVID-19 pandemic has been a real blow for women financially, but while the statistics are sobering, there are some things we can do to recover.

Challenge these money myths to set your business free.
11/02/2020
Are These Money Mindset Issues Holding Your Business Back?

Challenge these money myths to set your business free.

Being an entrepreneur is an exciting and demanding career choice, and for most, it seems easy enough to know that you need to generate money for your business to survive. But it's not always that easy for many. Many entrepreneurs jump into business with mind-limiting beliefs. Do you have any?

Attract your dream client this week!
10/28/2020
4 Tips For Attracting Your First ‘Dream Client’ By The End Of The Workweek

Attract your dream client this week!

Do you ever look at your competitors' clients with a bit of envy? A great deal of envy, perhaps? If you have, you're not alone — we've all been there. Fortunately, with a strategic approach, those "dream clients" you see them working with week after week can soon be yours, too.

Decipher the alphabet soup of Medicare with this primer.
10/23/2020
How to Pick the Right Medicare Plans for You | Kiplinger

Decipher the alphabet soup of Medicare with this primer.

As you're signing up for Medicare, you must learn the basics of Medicare Part A, Part B, Part D, medigap plans, Medicare Advantage plans and even doughnut holes. We'll help you sort out the confusion about signing up for Medicare -- and much more.

Are you averse to taking risks? Learn how to free yourself to make your next big move.
10/21/2020
3 Simple Hacks To Help You Take Risks

Are you averse to taking risks? Learn how to free yourself to make your next big move.

Are you like the many women who evaluate an opportunity endlessly, and eventually convince themselves that it’s not right for them? Or worse, decide against it even before they’ve quite thought it through?

These three steps will help you legally protect your business.
10/17/2020
Three Things You Must Do To Safeguard Your Company

These three steps will help you legally protect your business.

Not documenting business relationships properly can put you and your company at serious risk. Here are three ways to protect yourself against legal issues down the line.

Join us on Wednesday, October 28, 2020 at 2:00pm ET for a complimentary workshop on planning issues and the current low ...
10/15/2020

Join us on Wednesday, October 28, 2020 at 2:00pm ET for a complimentary workshop on planning issues and the current low interest rate environment, favorable transfer tax and income tax system. Practical strategic wealth planning options will be discussed so you can take action now to protect your wealth and provide for the financial well-being of your family and loved ones! Make sure you register today to reserve your spot! This workshop is being offered in both English and Español. https://nylife.zoom.us/webinar/register/WN_7_yyqU6JTv6s5xZaU6WuFQ

We’re excited to offer the next webinar in our educational speaker series, “The Power of Knowing”. Join us on September ...
09/22/2020

We’re excited to offer the next webinar in our educational speaker series, “The Power of Knowing”. Join us on September 23, 2020 at 4PM EDT to hear our featured speaker Ed Slott, CPA, share timely advice on cutting taxes both now and throughout your lifetime, as well as eliminating barriers to reaching your retirement dreams. To learn more about featured speaker Ed Slott, watch our video here. And register today! https://event.on24.com/wcc/r/2597628/1EDE13E1D685A977714C6EB5CB31168D?partnerref=0157481
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6185152131001

New York Life has a history of helping others after disasters. While we'll always be there to help people in need, it's ...
09/14/2020
Disasters and Emergencies | Ready.gov

New York Life has a history of helping others after disasters. While we'll always be there to help people in need, it's important to do what you can now to prepare and protect what you love most. #PrepareNow #NatlPrep

Hurricanes are dangerous and can cause major damage because of storm surge, wind damage, and flooding. They can happen along any U.S. coast or in any territory in the Atlantic or Pacific oceans. Storm surge is historically the leading cause of hurricane-related deaths in the United States. Eastern P...

Creating long-term positive change is possible even during the pandemic. Learn how here.
07/22/2020
How To Ensure That Economic Uncertainty Inspires Positive, Lasting Change In Your Business

Creating long-term positive change is possible even during the pandemic. Learn how here.

Regardless of size or industry, no business is exempt from being negatively impacted by the novel coronavirus — this includes yours. And while much of this has been frustrating, there's good news: now's the time to make the kinds of changes that'll strengthen your business for years to come.

Movie nights, backyard BBQs, and every moment in between — your home sets the stage for your family's favorite memories....
07/20/2020

Movie nights, backyard BBQs, and every moment in between — your home sets the stage for your family's favorite memories. Make sure they will always have the place they love to cherish the past and build the future. https://nyl.co/38AH0Rw

Feeling stressed? Learn to understand those feelings and cope better.
07/15/2020
How To Reduce Stress And Anxiety

Feeling stressed? Learn to understand those feelings and cope better.

With everything that’s happening in the world, it’s no surprise that people are reporting heightened levels of stress and anxiety. It actually makes perfect sense, because we’ve all been touched in some way by the issues at hand.

Home is where love grows. New York Life can help make sure it always has a place to flourish. https://nyl.co/32h9miT
07/13/2020

Home is where love grows. New York Life can help make sure it always has a place to flourish. https://nyl.co/32h9miT

Since 1845, we at New York Life have offered more than life insurance. For us, people's needs come before profit. This w...
07/12/2020

Since 1845, we at New York Life have offered more than life insurance. For us, people's needs come before profit. This was true in the Great Depression, 9/11, and certainly now. Learn how we’ve acted on our love here. #LoveTakesAction #GoodAtLife
https://nyl.co/2ZTGytA

Doing more paperwork online is a great way to social distance. And now you can take care of these 14 Social Security-rel...
07/11/2020
14 Social Security Tasks You Can Do Online | Kiplinger

Doing more paperwork online is a great way to social distance. And now you can take care of these 14 Social Security-related tasks virtually.

Why visit a government office to get your Social Security business done? You can do much of that online.

Benjamin Franklin: Writer, inventor, Founding Father…Retirement Revolutionary? https://nyl.co/3gkc3DN
07/10/2020

Benjamin Franklin: Writer, inventor, Founding Father…Retirement Revolutionary?
https://nyl.co/3gkc3DN

Learn how to use Annual Percentage Yield to get the most from your savings for you and your family.
07/09/2020
What 'APY' means and how to use it to grow your money

Learn how to use Annual Percentage Yield to get the most from your savings for you and your family.

APY, short for annual percentage yield, measures your interest rate over a year, including the effects of compounding.

Lines of communication have gone virtual. And building rapport is more important than ever. Here are some key tips. http...
07/06/2020
How To Build Rapport Virtually

Lines of communication have gone virtual. And building rapport is more important than ever. Here are some key tips. https://bit.ly/38urRRJ

Building rapport is an important skill for all leaders to master, even more so when leading a virtual team.

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801 N Brand Blvd, Penthouse Suite
Glendale, CA
91203

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