Cathryn Bergman, Financial Services Professional with Nylife Securities LLC

11/26/2024

Retirement often brings spending dilemmas—balancing between outliving savings or sacrificing your ideal lifestyle. Fortunately, there are ways to feel more confident. Discover how two retirement experts suggest overcoming the fear of spending in retirement.
Feel free to reach out with any questions about your retirement goals.
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11/14/2024

The cost of a nursing home or an at-home health aide can vary greatly depending on where you live and the services you need, but there's one thing they all have in common—they aren't cheap. Don't wait until an emergency puts you and your loved ones in a difficult situation. Learn how long-term care insurance can provide you with the financial coverage to choose the type of care you want.

11/12/2024

The Federal Reserve’s recent rate cuts are impacting the economy and could affect your mortgage, auto loans, and other debts. This article explains how these changes might influence your finances.
If you’d like to discuss your specific situation or have any additional questions, please reach out.
https://nyl.co/4fFROPI

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.

11/07/2024

After decades in the work world, here's how retirees can move beyond their career identities and embrace retirement.

Retiring after decades in the work world can bring up issues related to identity and lifestyle. Here's how retirees can move beyond their career identities and embrace retirement.

11/07/2024

Nobody knows what the future may bring. That's why it's important to prepare early—when rates are typically at their lowest. Whether you’re looking to remain at home rather than a nursing facility, avoid being a burden to your loved ones, or protect your assets for your family—we have ways to help. Reach out, and together we'll come up with a strategy that gives you more financial flexibility when you need it most.

11/07/2024

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

10/31/2024

What do Americans with household incomes of $100,000 or more mean when they say they live paycheck to paycheck?

More than four in 10 (42%) Americans with household incomes of $100,000 or more say they live paycheck to paycheck. Here's what they mean.

10/24/2024

As the number of needed caregivers increases, it’s essential to include caregiving in your financial strategy. As a financial professional with New York Life, I can help. Please reach out anytime for more information or to schedule a call.

10/24/2024

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

10/24/2024

Learn more about life estates and the significant benefits they can have on estate planning.

A life estate is a type of interest in real property. It lasts for the duration of a specific person's lifetime. When that person passes away, the property is transferred automatically to those who have a remainder interest in it. Life estates have some significant benefits for estate planning. L