Barry Weinbaum, Registered Representative with Nylife Securities LLC

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. Add

itionally, 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

Remember, total health includes physical, mental and financial well-being. Strong finances reduce stress and support a h...
05/26/2026

Remember, total health includes physical, mental and financial well-being. Strong finances reduce stress and support a healthier life. Let’s create a strategy for your future so you can focus on what matters most. Start today!

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can hel...
05/21/2026

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

05/19/2026

Did you know a well-balanced retirement strategy isn’t just about saving—it’s about how you save? Watch this story to see how Antonio and Maria were able to keep more of what they earned and gain greater control over their retirement income, and then let’s see if we can do the same for you.

Join the web’s most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD with no ads.

05/14/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

Home buyers in the first quarter were more concerned about the economy and mortgage rates than they were about home pric...
05/12/2026

Home buyers in the first quarter were more concerned about the economy and mortgage rates than they were about home prices, CNBC's Housing Market Survey found.

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and t...
05/07/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
05/05/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
04/30/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
04/28/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust sett...
04/23/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

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6901 Rockledge Drive
Bethesda, MD
20817

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