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.
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.
Whether you're looking to scale up to seven figures - or sustain that level of business - these steps can get you there.
Running a business, especially one making seven figures, is no small feat.
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.
You've got two options to release your parents from your student loan debt. Let's break them both down.
You can refinance parent loans in your name or apply for co-signer release to remove your parent’s name from student loans.
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.
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.
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?
Learn how to make compound interest work for (and not against) you with this lesson.
Understanding the way compound interest (interest paid on both principal and interest) works is key to building wealth or avoiding crushing debt.
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.
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.
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.
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 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 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 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...
Seniors with dependents, the deadline for your extra stimulus check has been extended until Sept. 30.
The IRS is reopening the registration period for seniors who didn't receive the additional payment for dependent children earlier this year.
Invest according to your values. Here's a breakdown of some options to consider.
How do values-based investors decide among SRI, ESG and impact investments? We look at what sets each strategy apart.
What's happening with that second round of stimulus checks? And how about relief for widows and widowers? Here are some answers.
The IRS will be sending new stimulus checks to widows and widowers who didn't get their original payment.
This is an interesting forecast about the cost of living adjustment in Social Security.
Social Security benefits get a yearly boost to keep up with the cost of living — except when they don’t.
You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way. https://www.newyorklife.com/prepare-for-life/buying-a-home?cmpid=smca_PR_mlc_na_1388419_na_na_na_CLPR_na_fm_sc_mpc_pm
Finding a home isn’t easy, but protecting it with life insurance can be. Learn how mortgage protection from New York Life may help. https://www.newyorklife.com/prepare-for-life/buying-a-home?cmpid=smca_PR_mlc_na_1388418_na_na_na_CLPR_na_fm_sc_mpc_pm
If you're thinking about selling your home, this is your to-do list.
As a home seller, your goal is to sell your property quickly for the most money possible.
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. Make sure they will always have the place they love to cherish the past and build the future. https://nyl.co/38AH0Rw
Banish these phrases to create a mindset of business success.
Here are six phrases that will undermine your success, that you won’t catch successful people using.
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
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-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
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.
Normally, Roth IRA conversions trigger a big tax bill. This year, you may be able to see some taxing savings. https://bit.ly/3gttmTf
Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
Don't forget to focus on what's most important to your company's well-being.
Careful planning and preparation are important for any business, but the world often has other plans.
Try these four productivity tips for getting work done during the pandemic. https://bit.ly/38upOx5
You can make yourself more productive simply by changing the way you think about your to-do list.
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.
801 N Brand Blvd, Penthouse Suite
Glendale, CA
91203
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The New York Life Foundation created ‘The Golden Sweater’ to support children who have lost a loved one. Download the book today and the #NYLFoundation will donate $1 to organizations that support grieving children. #TheGoldenSweater www.goldensweater.org/?cmpid=smca_Bd_gs_na_1370087_na_na_na_gen_na_gen_IP_na_na
New York Life has partnered with Cigna to launch the #BraveOfHeartFund at E4E Relief, offering financial support to the families of healthcare workers who lose their lives to COVID-19. Cigna will also provide free wellness resources for those workers. braveofheartfund.com?cmpid=smca_Bd_boh_na_1362957_na_na_na_gen_na_gen_IP_na_na
Our 175 year legacy isn’t built on sales. It’s built on bonds we form with families, helping them take action on their love for one another. #LoveTakesAction #GoodAtLife
New York Life hired its first female agents in 1880. Join us and help to continue 175 years of progress. Contact me for more information. #WomensHistoryMonth
One of the most common questions being asked is: what should I do about low yield? Realizing that this is not a short-term issue, our Multi-Asset Solutions team shares their thoughts on the lower for longer market environment. Click below.
During this year’s Big Game, New York Life celebrated 175 years of helping people put love into action with a 60-second film. In case you missed it, watch it here. #LoveTakesAction #GoodAtLife #SBLIV
Economic growth in 2020 looks good. Labor market is strong, spending is up, and financial conditions seem favorable. But, we are seeing some cracks in the foundation. Watch below to learn more about what our Multi-Asset Solutions team’s is thinking.
Simple. Affordable. Valuable. A retirement planning solution designed to fit your needs. Watch this short video to learn about the value of NYL My Care.
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