Karen M. Caponi, Financial Services Professional with Nylife Securities LLC

Karen M. Caponi, Financial Services Professional with Nylife Securities LLC Karen M. Caponi, Financial Services Professional with NYLIFE Securities LLC These testimonials are no guarantee of future performance or success.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither New York Life Insurance Company, nor its agents, provide 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.


6100 Oaktree Blvd., Ste #300
Independence, Ohio 44131
216-643-8326

Americans are less satisfied with their life in retirement and cite inflation and higher healthcare costs as just two of...
04/14/2025

Americans are less satisfied with their life in retirement and cite inflation and higher healthcare costs as just two of the problems they're facing.

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retiremen...
04/07/2025

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retirement too. Which factors should you consider?

From cost to quality of life, here are the factors to consider when weighing this important decision.

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/28/2024

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and de...
11/11/2024

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

Inflation remains stubbornly above the Fed’s 2% target, raising the risk that good news for the economy is bad news for ...
10/28/2024

Inflation remains stubbornly above the Fed’s 2% target, raising the risk that good news for the economy is bad news for the markets once again. This week's examines how that dynamic impacts one asset class and offers insights on the latest geopolitical developments: https://bit.ly/3NKarGi

10/28/2024

Recession is no longer looming, but is the economy about to re-accelerate? New York Life's Global Market Strategy team discusses their updated economic outlook for the coming 6-12 months, and the key market risk they see facing investors. For the team’s best ideas amid the Fed’s easing cycle, visit: https://bit.ly/3YqXMNz

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Glo...
10/28/2024

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.
https://bit.ly/3UsF6vD

10/07/2024

When it comes to big life events, there's a difference between expectations and reality. In fact, 76% of adults surveyed were surprised by something when going through a significant event. Make sure you're not caught off guard. Reach out and I'll help you come up with a strategy that covers all the bases.

New York Life’s latest Wealth Watch survey finds that American adults overwhelmingly report they are not financially preparing for major life events like purchasing a home, starting a family, changing careers, or retirement.

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can hel...
09/19/2024

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should...
09/12/2024

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing costs. But these days, not everyone follows that advice.

“The more money people spend on housing, the less they have for essential bills."

Address

6100 Oaktree Boulevard Suite 300
Independence, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12166438326

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