Katherine Luker, Agent with New York Life

Katherine Luker, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal,

or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.

200 Meeting Street | Suite 400 Charleston, SC 29401

There’s been a lot of student loan forgiveness news to keep track of, so here’s a recap of the five biggest student loan...
02/26/2024

There’s been a lot of student loan forgiveness news to keep track of, so here’s a recap of the five biggest student loan updates and what to look out for this year.

It has been an eventful year for student loan borrowers, to say the least. But good news may be on the way in the new year.

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally...
02/22/2024

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally feature the elusive “return to pre-pandemic normal.” Let’s look at where we are now and what the year has in store.

Inflation slows but remains above the Fed's target; The resilient U.S. consumer; Stock markets roar back; AI market optimism; Mortgage rates falling; and more

Celebrating the rich tapestry of Black history this month and every month. Let's honor the achievements, resilience, and...
02/19/2024

Celebrating the rich tapestry of Black history this month and every month. Let's honor the achievements, resilience, and contributions that have shaped our country and our communities.

02/14/2024

Love is many things, all of them worth protecting. Secure your dreams for the future with life insurance—because protecting what matters most is a lifelong commitment.
https://nyl.co/3SDk3EP

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductio...
02/12/2024

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductions. Here’s what you need to know for the 2024 tax season.

Had or adopted a child in 2023? What new parents need to know about tax credits and deductions. Importantly, the enhanced Child Tax Credit went away in 2022.

02/09/2024

Cards and candy can be a great way to tell someone you love them, but the best way to show them is by providing reassurance and stability. This , show your loved ones you're in it for the long haul and learn why life insurance is the best way to say, "I love you".
https://nyl.co/3SU8ieG

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and l...
02/06/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest...
02/03/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to ac...
01/31/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://bit.ly/3UERo55

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how...
01/29/2024

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
https://bit.ly/3HAtBvl

As we welcome a new year, take the first step toward improving your financial well-being by creating and sticking with a...
01/24/2024

As we welcome a new year, take the first step toward improving your financial well-being by creating and sticking with a budget. With these five easy steps, you can gain the confidence to build a better financial future.
https://bit.ly/3ScTPbT

If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive ...
01/22/2024

If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive and how you qualify.

These Social Security changes in 2024 will change how much you get paid and how you qualify.

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200 Meeting Street
Charleston, SC
29401

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