Kristin Chong, Financial Services Professional with NYLife Securities LLC
Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. CA ins lic #4056914.
I offer a variety of products that can help you meet a number of insurance and financial needs, 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 Comp
24/04/2024
For the strategists at New York Life Investments, the U.S.-China tech relationship is near the top of their geopolitical analysis. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in to the latest episode of the Market Matters podcast.
https://bit.ly/44iOntJ
22/01/2024
Long-term care costs are affecting millions of seniors who need help with everyday activities. Read this article to discover how to protect your family with a well-thought-out strategy. https://bit.ly/3StkTVZ
26/12/2023
It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.
How to Minimize Taxes in Retirement | The Motley Fool Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.
03/10/2023
Do you have money set aside? With a current 6.0% interest rate, you can reduce your out-of-pocket costs with a Premium Deposit Account that lets you prepay premiums for a Custom Whole Life insurance policy. Reach out and I'll explain how you can use your rainy day fund to help address your protection needs.
03/05/2020
New York Life is hosting a webinar as part of our educational speaker series, “The Power of Knowing”. Join us on 5/5 at 2pm EDT to learn more on the importance of protecting retirement funds with featured speaker and America’s IRA expert, Ed Slott. Register today to learn how to avoid heavy taxation on distributions from IRAs, 401(k)s, and other retirement savings while keeping more of your money.
https://bit.ly/2YotNs6
26/12/2019