Gabriela A Perez, Financial Services Professional with Nylife SecuritiesLLC

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Gabriela A Perez, Financial Services Professional with Nylife SecuritiesLLC Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC

Two beneficiaries can inherit similar balances and end up with very different tax bills. Learn about the different facto...
11/04/2026

Two beneficiaries can inherit similar balances and end up with very different tax bills. Learn about the different factors that can affect how much you actually keep after taxes?

Two beneficiaries can inherit similar balances and end up with very different tax bills.

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the im...
10/30/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy fr...
10/28/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions?...
10/26/2026

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions? Here’s what you should know.

Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financ...
10/23/2026

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financial future so the money lasts, instead of disappearing in the first year.

You don't need a million dollars to transform your finances and set yourself up for retirement.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/22/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This ...
10/16/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up caus...
10/14/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/12/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/09/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

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801 N. Brand Boulevard, Penthouse Suite
Glendale, CA
91203

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