Kasey Norris NY Life Agent

12/04/2023

Saving for college is a top priority for many growing families. How are you preparing to save?

12/03/2023

With the holidays just around the corner, don't forget to bring any important financial matters to the table. Where does Dad keep the deed to the house? Are your beneficiaries up to date? While these topics can sometimes be difficult to talk about, having discussions like these can help strengthen family bonds and bring greater peace of mind about the future. Read these tips and reach out if you need more guidance.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

12/02/2023

So, how much is too much student loan debt? If you must take a loan to cover the remainder of education costs, go through the necessary steps to determine how much debt you can handle. Here’s how.

Few people can pay for college with only their savings, grants and scholarships, and if they need to pay more, they’ll need student loans to cover the remainder. Before you enroll in college, determine your student loan threshold and find ways to reduce your loan amounts so you don’t take on too

12/01/2023

Whether you're apple picking or hosting in-laws, like most things in life, the key to success is remaining flexible. That's why our term policies offer a unique combination of features that can help if you become disabled, terminally ill, or simply want to convert to a permanent life policy. Learn more about this flexible protection and reach out if you'd like to discuss this one-on-one.

Term life insurance is a life benefit that guarantees the policy holders beneficiary is paid if their death occurs during a set time period.

11/30/2023

America’s retirement crisis could cost federal and state governments an estimated $1.3 trillion by 2040, according to an analysis by Pew Charitable Trusts. Here’s what you need to know about the crisis and why it’s so important to make sure your retirement savings is on track.

America’s retirement crisis could cost federal and state governments an estimated $1.3 trillion by 2040.

11/29/2023

According to Judi's House, 1 in 12 children will experience the death of a parent or sibling before reaching the age of 18. This troubling statistic underscores need for Grief Reach grants provided by the New York Life Foundation and supported by the National Alliance for Children’s Grief. These grants play a pivotal role in enabling local bereavement organizations to enhance their capacity and extend their services to those in need. Learn more here.
https://bit.ly/3R4wl8e

11/28/2023

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home or memory loss unit?

Our Long-term care insurance offers coverage for not only nursing homes, but also at home, community settings, and assisted living facilities. Each option with a different level of care.

11/27/2023

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for 2024.
http://www.eaglestrategies.com/public_files/Year-end_Tax_-_Extended_-_Final.pdf

11/27/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

11/22/2023

Did you know that neither Medicaid or Medicare, nor your health insurance will pay for extended long-term care services? Learn more about these programs during Long-Term Care Awareness Month
https://bit.ly/49KFb3J

11/21/2023

In 2011, New York Life launched an African American Empowerment initiative with the goal of creating multigenerational wealth for Black families. We can work together to identify your generational wealth planning needs and determine how life insurance can help your family build long-term financial security.

11/20/2023

falls on November 25th this year. At New York Life, we take pride in serving you and your employees by offering financial security and future planning solutions. Below you can listen to why agents like me are appreciative of all that small businesses do.