Barry Weinbaum, Registered Representative with Nylife Securities LLC

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United States
Bethesda, MD
Barry Weinbaum, Registered Representative with Nylife Securities LLC

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

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. 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 and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins lic .

6901 Rockledge Drive
Bethesda, MD 20817
732-735-5413

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. Registered branch address:
4667 Luxberry Dr
Fairfax, VA 22032

10/29/2026

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/4yKV45p

10/27/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/4jL4HNJ

10/22/2026

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
https://bit.ly/4yxEvK3

10/20/2026

When we think of investing only in terms of stocks and bonds, something important gets left out. A whole life policy adds protection, stability, and peace of mind while also performing as a tax-advantaged asset. Explore how a whole life policy can help complete your overall investment strategy: https://nyl.co/4zbDOHq

10/15/2026

Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
https://bit.ly/4s3Ls40

10/13/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

10/08/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

10/06/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/3VTDrTc

10/01/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

09/28/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

Address

6901 Rockledge Drive
Bethesda, MD
20817

Website

https://www.linkedin.com/in/barryweinbaum

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