Kathy Euler CLTC, Registered Representative at NYLIFE Securities LLC

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Kathy Euler CLTC, Registered Representative at NYLIFE Securities LLC Registered Representative at NYLIFE Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

As a Registered Representative 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 and long term care . Neither New York Life Insurance Company, nor its agents, provide s 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.

3000 Hempstead Tpke, suite 314 Levittown Ny 11756
516-885-9598

11/02/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4iu7wjX

If you have questions about your own beneficiary choices, send me a message.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financ...
10/24/2026

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.

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they ma...
10/23/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy fr...
10/22/2026

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.

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3VOWtKz

If it gets you thinking about your own plans, send me a message.

Address

3000 Hempstead Turnpike, Suite 314
Levittown, NY

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 10am - 4pm
Sunday 10am - 4pm

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