Yael Claussen, Financial Services Professional with Nylife Securities LLC

05/29/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/4wZmrJn

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/07/2026

The Agustin ʻOhana is covered!

This Kauaʻi Firefighter and Beauty Business Owner pour their hearts into this community every single day. When they're not working hard, you'll find them enjoying a family day at the beach or cheering at the rodeo.

It was an honor to walk through a personalized strategy to help protect what matters most to them — their future, their family, and their legacy.

Every family deserves access to the tools and guidance to build, protect, and preserve what they've worked so hard for. That's exactly what I'm here for.

Do you know a family with a story worth sharing? Or are you ready to start building your own legacy?
📩 Reach out: [email protected]
🌐 newyorklife.com/agent/yclaussen

05/06/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

05/04/2026

A Kiplinger editor shares some retirement wishes for her father.

05/02/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

04/30/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

01/01/2026

Wishing you a very happy New Year!