
02/26/2021
New York Life has been recognized by J.D. Power as #1 in Customer Satisfaction among Individual Annuity Providers.
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
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New York Life has been recognized by J.D. Power as #1 in Customer Satisfaction among Individual Annuity Providers.
Business Owners: Which approach do you think is more successful?
The signs are obvious and only one type will succeed in the long run. How can you tell, and which are you?
This #PresidentsDay, be the commander-in-chief of your family’s future. Reach out to me, and let's put together a strategy for your financial goals.
This article busts the myth of the skipped payment — and helps you prepare for refinancing your mortgage.
Borrowers don't actually skip payments, but payment schedules shift during refinancing.
Get ready to show customers what you're all about in 2021.
A thriving customer service culture is a powerful force. It provides a clear path toward a sustainable, red-ink-free bottom line by moving your product or service out of the commodity category in the public’s mind.
Interest rates are key to the current bull market — here's why.
In 2000, the Fed Funds rate was near 5.85%, meaning investors had an alternative to booming tech stocks by getting a decent return from fixed income.
APR? Interest Rate? Let's break it down.
Knowing how the interest rate and APR are different can help you comparison shop for a mortgage.
Have questions about life insurance? Here are the 6 things you should know about it in the age of #COVID19 and beyond.
Understanding which questions to ask can help you approach and understand life insurance, and provide real peace of mind.
Honoring Martin Luther King Jr.'s message on #MLKDay.
For many households, a major consequence of #COVID19 has been less income. Learn what you can do now to help reduce the impact and protect your financial future.
A major consequence of the COVID-19 pandemic for many households has been a reduction or loss of income.
This #NewYears, make a resolution you can stick with that really matters. Start on the path towards financial security and peace of mind. I can help make it easier on you. Let's talk.
It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.
We’re grateful to have had Dr. Marci Rossell, expert economic forecaster and former Chief Economist for CNBC, provide an insider’s perspective on key factors of economic disruption as the host of our virtual seminar titled: The Economy 2021: A Vaccine, A New White House, Explosive Growth. Dr. Rossell has allowed us to make her seminar available On Demand until January 17, 2021. Watch this promotional video to learn more! https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6213330673001
Register here to watch the seminar: https://event.on24.com/wcc/r/2870236/31AD237520803C92089EE2B4D2BAC8D8?partnerref=0157481
Password: NewYorkLife
It's OK if you and your partner don't walk down the aisle but you might consider an agreement to help ensure financial security.
Couples who love and support each other, but who don’t intend to walk down the aisle, could benefit from settling some important issues upfront. It could save a lot of heartache (and legal fees) later on.
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.
FDIC...SPIC...learn the details behind those letters to understand how your money is insured and why it's important to know.
At a time when Americans’ savings are soaring, you need to know how your money is insured.
Taking a big leap in your life can help you develop true confidence and create more options for your future.
Being inexperienced doesn’t make you an imposter, it makes you gutsy for going for it! When you stop labeling the feeling of not knowing as “imposter syndrome” and start seeing it as the brave leap towards becoming the person you want to be it really is, you'll start banking true confidence
If you have an emergency, do you have your most important financial documents ready? Here's how to create a financial to-go kit.
If disaster strikes, do you have your important financial documents ready to go in case you need to leave your home in a hurry? Here's what you'll need.
New investors — this list of tax triggers is for you.
If you started investing for the first time this year, you may have a tax bill headed your way. Here's what tax pros say could happen — and how to cope.
You want to give your little one the best possible financial future. Here are a few tips to help you get started.
These financial tips for parents of newborn and newly adopted children help avoid common mistakes and plan for the future.
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!
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!
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
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.
Jaklin Mikhael / Licensed Agent At New York L
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