Amanda L. Mathis-Ozer, Registered Representative with NYLIFE Securities LLC

Amanda L. Mathis-Ozer, Registered Representative with NYLIFE Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

303 N. Oregon St.

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, Ior accounting professionals before making any decisions. Ste. 1100
El Paso, TX 79901

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the ...
03/13/2023

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the way. Reach out and let me help you develop a financial strategy that protects the ones you love while securing your retirement.

Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

This  , we honor those women who take bold steps today to build a better tomorrow for themselves and their families. Wha...
03/11/2022

This , we honor those women who take bold steps today to build a better tomorrow for themselves and their families. Whatever your goals, we can help you reach them. Let's talk.

Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

Financial experts share insights about realistic savings goals for every age and stage of life.
03/10/2022

Financial experts share insights about realistic savings goals for every age and stage of life.

The problem with sizing up how much savings a person should have at 20, 30 or 40 years old is that every 20-, 30- and 40-year-old is different, with different earning capacities, different...

Here are seven ways entrepreneurs and independent workers can lower their tax bills and anxiety this filing season and i...
03/09/2022

Here are seven ways entrepreneurs and independent workers can lower their tax bills and anxiety this filing season and in the year ahead.

As filers reckon with the tax effects of recent small-business relief programs and rule changes, these tips can help create some tax-saving opportunities.

The Roth IRA is a powerful retirement savings account that’s available to you even if you don’t have an employer-sponsor...
03/08/2022

The Roth IRA is a powerful retirement savings account that’s available to you even if you don’t have an employer-sponsored retirement plan. This article explores the top five benefits of a Roth IRA and why you should consider getting one.

The Roth IRA is a powerful way to grow your nest egg. Here are some of the key advantages.

Everyone has a unique perspective. How do you open yourself up to new ideas?
03/07/2022

Everyone has a unique perspective. How do you open yourself up to new ideas?

In order to be financially secure, you need to have financial wellness. Take these steps to eliminate financial distress...
03/02/2022

In order to be financially secure, you need to have financial wellness. Take these steps to eliminate financial distress and live a more comfortable lifestyle.

Far too many people are ill when it comes to money.

It’s no secret that many pre-retirees and retirees may not have enough retirement savings, but this article explores how...
03/01/2022

It’s no secret that many pre-retirees and retirees may not have enough retirement savings, but this article explores how the Great Resignation could provide solutions to growing your retirement income.

Pre-retirees and recent retirees can significantly improve their financial security by working a few years in retirement, and they may have advantages over younger workers.

Being able to open your eyes to possibilities can change everything. What are some ways you can change your perspective ...
02/28/2022

Being able to open your eyes to possibilities can change everything. What are some ways you can change your perspective and see new opportunities?

02/28/2022

Tony Malloy, New York Life’s Executive Vice President and Chief Investment Officer, gives his outlook for the economy in his most recent market update. According to Tony, strong consumer spending should fuel growth in 2022. Read his insights and reach out to me for any questions you might have about your financial future.
https://nyl.co/3Bc8ziw

Did you know there’s still time for you to contribute to your traditional or Roth IRA until April 15, 2022? Here’s how y...
02/23/2022

Did you know there’s still time for you to contribute to your traditional or Roth IRA until April 15, 2022? Here’s how you can take advantage of the extra contribution time to set yourself up for financial success.

Thinking about maxing out a Roth IRA? You have extra time this year! Here’s what to consider.

These three steps will make preparing your taxes easier and save you time every tax season.
02/22/2022

These three steps will make preparing your taxes easier and save you time every tax season.

There are essentially three easy steps when preparing your taxes: Getting key documents in a file, identifying ways to save and doing the return.

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El Paso, TX
79901

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+19155343236

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