New York Life - Kyle Olson, Licensed Agent

New York Life - Kyle Olson, Licensed Agent Financial Professional at New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions.

As a licensed Agent of New York Life, 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, leg

al, 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. I am not licensed in all jurisdictions.

801 N Brand Blvd
14th Floor
Glendale, CA 91203
CA license number 4479477

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4xDad8I
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/44ZyxWd
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4b4n2Aa
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
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.

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/47RUp7T

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4bEo7iJ

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "re...
03/04/2026

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

03/02/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

Address

801 N Brand Boulevard, Penthouse
Glendale, CA
91203

Telephone

+14242042824

Website

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