Edward J Boksan, Financial Services Professional with Nylife Securities LLC

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Edward J Boksan, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC In 1993 Ed began his career as an agent with New York Life.

Ed was born and raised in Bethlehem, Pennsylvania and attended Penn State University where he earned a Bachelor of Arts degree in Economics. He has been a member of NAIFA since 1994 and served as President of NAIFA of the Lehigh Valley from 1999-2000. Ed has earned the designations of Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) from The American College of Financial Services and is also designated a Life Underwriter Training Council Fellow® (LUTCF®). He is a qualifying member of the Million Dollar Round Table (MDRT®). Ed has been very active in his community over the years. He currently serves on the ArtsQuest Musikfest Committee and is an ArtsQuest Volunteer Ambassador. He is a past president of the Northampton County Chapter of the Penn State Alumni Association and a Lifetime Member of the Penn State Alumni Association. He is a past president of the Governor Wolf (Elementary School) PTA. He coached both Little League and tournament softball teams for a number of years. Ed has been married to his wife, Karen, since 1991. They have a daughter named Jana who was married in 2023 and and works as a consultant in Connecticut. In his spare time Ed enjoys attending sporting events, Penn State and Eagles football, Phillies and IronPigs baseball, golfing, reading biographies of the founding fathers and photography.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
11/02/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4jTpyP5

11/01/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

Happy Halloween! When it comes to your retirement, don’t let financial uncertainty scare you—and don’t rely on Uncle Ste...
10/31/2026

Happy Halloween! When it comes to your retirement, don’t let financial uncertainty scare you—and don’t rely on Uncle Steve or your neighbor who’s a great plumber for financial advice. Work with a qualified financial professional who can help you evaluate retirement risks, income needs, and distribution strategies so you can make informed decisions about the retirement you envision.

Retirement doesn’t have to be scary. Understanding how to accumulate assets, create income in retirement, and prepare fo...
10/29/2026

Retirement doesn’t have to be scary. Understanding how to accumulate assets, create income in retirement, and prepare for risks such as longevity, market volatility, inflation, and healthcare costs can help you feel more confident about the retirement you envision. Let’s talk about your retirement preparedness and the financial challenges that may be keeping you up at night.

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
10/28/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
10/24/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/3UMRXMm

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can...
10/22/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability ev...
10/20/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?...
10/20/2026

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?
Disability Insurance may help replace a portion of your income during a covered disability.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Address

1125 S Cedar Crest Boulevard
Allentown, PA
18103

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