Betsy Figueroa, Licensed Agent with New York Life

Betsy Figueroa, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. These testimonials are no guarantee of future performance or success.

As a licensed Agent of New York Life Insurance Company 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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. New York Life Greater Philadelphia
100 Witmer Rd, Suite 100
Horsham PA 19044

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
06/18/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4eikjVP

June is Annuity Awareness Month — and a great time to revisit the power of compounding.Think it's too late for compoundi...
06/11/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

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100 Witmer Road, Suite 100
Horsham, PA
19044

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