Warren Bingham, Registered Representative with Nylife Securities, LLC

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Warren Bingham, Registered Representative with Nylife Securities, LLC Registered Representative offering securities
products and services through NYLIFE
Securities LLC. (Member FINRA/SIPC), A
Licensed Insurance Agency

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 Company 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. 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. 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

495 North Keller Road
Suite 150
Maitland, FL 32751
Cell: 407-448-0062
Text: 407-554-5147

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
10/30/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

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/4yQ4LQd

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

10/28/2026

Retirement is evolving. Many Americans are choosing to work longer, reflecting longer life expectancies and changing views on retirement. That shift can affect how long retirement savings may need to last and how income strategies are built.

If you're thinking about your own retirement timeline, I'd be happy to discuss how these trends could impact your long-term plans.

Is it time to add more federal income tax brackets? A new analysis says yes.
10/26/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/23/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

10/21/2026

Social Security is an important part of many retirement plans, but when you claim benefits can have a lasting impact on your lifetime income. For couples especially, different claiming approaches may lead to different outcomes over time.

If you're wondering how Social Security fits into your retirement strategy, let's connect and discuss the options available to you.

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This ...
10/19/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.
10/16/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

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/4s6XVEd

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

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
10/14/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

Address

495 N. Keller Road, Suite 150
Maitland, FL
32751

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