Kelly Primozich, Agent with New York Life

03/03/2022

Want to build a more secure retirement? According to an article in Barron’s, you should consider adding whole life insurance to your portfolio. Take a moment to check it out and let me know if it’s something you want to discuss.

A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly

01/24/2022

Deciding to purchase life insurance to protect your loved ones was easy. Deciding which policy to get may be a little tougher. Click here to learn about the different options available and how each one may fit your needs. Still have questions? Let's talk.
https://www.insure.com/life-insurance/types-of-life-insurance

01/20/2022

Not sure what’s considered a bad credit score? This article defines what a bad credit score is and provides techniques to help you improve and build a solid credit score.

With time and persistence, you can improve a bad credit score.

01/10/2022

Shadow or no shadow, spring will be here before we know it. So let's start spring cleaning early this year and get your finances in order. Do you need a strategy? 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.

09/24/2021

Join us to explore ways you can help reduce the impact taxes may have on your retirement income.
Date: Wednesday, September 29th
Time: 6 - 7
Location: https://nylife.zoom.us/webinar/register/WN_BDWVw7yeRfKbleCo_mM8Uw
Registration Code: RSVP for Code
RSVP: [email protected]

09/17/2021

While Social Security’s cost-of-living increase is substantial, read about the circumstances that may delay you from seeing an impact on your income.

Social Security benefits are getting a boost for 2022, potentially the biggest bump in the last 40 years. While the annual increase could be as high as 6.2% due to inflation, that monthly check may...

09/15/2021

A pathway to covering college cost could be as simple as filling out a FAFSA form. This article shares how completing this form makes you eligible for scholarships, grants, and more.

The FAFSA is your ticket to financial aid. And if you’re having trouble completing it, there are free resources to help you.

08/30/2021

They may be heading off to school, but you know how fast time flies. Now is a great time to add to their college fund. Worried how you can save for everything you'll need? I'm happy to help you get started.

Your children come first; that’s just the nature of being a parent. Learn from New York Life how to save for their education without sacrificing your retirement.

08/26/2021

91% of educators would be interested in bereavement training if offered in their school or district. Reach out to me to find out how you can provide that training through the Grief-Sensitive Schools Initiative.

08/26/2021

The strategizing you do today will help make the future that much brighter for yourselves and the ones you love most. Learn the differences between a will, trust, and estate and let's get started today.

Avoid complications by planning out your estate today. Learn more about the importance of planning ahead with a will, trust, or estate.

08/24/2021

93% of educators say childhood grief is a serious problem that deserves more attention from schools. Find out how the Grief-Sensitive Schools Initiative can help your staff be better prepared to support grieving students.

08/19/2021

This professor of economics and accountancy has ideas for how women can increase their financial knowledge.

Women need to know how financial knowledge can help them take care of their families and themselves.