Katherine Kuusela, Agent with New York Life & Orchard Financial

04/03/2024

Is your retirement protected from the new tax laws? This insightful, on-demand seminar shows you strategies to help protect your retirement funds. View on-demand any time before 5/13/2024: https://bit.ly/49mCFz9

03/05/2024

These eight common estate planning mistakes can upend your best efforts to protect your family’s finances when you pass away. Here’s why.

Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.

02/23/2024

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities, and decide which is best for you.

11/27/2023

Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverage for less than the cost of a premium streaming service. Reach out to me today to learn more.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

11/20/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

11/13/2023

This article explores the dynamics of the career triangle, how to navigate its trade-offs, and make more balanced career decisions.

Explore the dynamics of the Career Triangle, a concept that explains the trade-offs among the pivotal career pillars: compensation, recognition and quality of life.

10/23/2023

The U.S. Federal Reserve may increase short-term interest rates on November 1 if the upcoming data shows inflation isn’t slowing. Here’s how this may affect the economy and your finances.

The U.S. Federal Reserve will next determine short-term interest rates on November 1. That decision seems likely to be data-dependent.

10/12/2023

The Federal Reserve hasn’t indicated interest rate cuts are coming, so the overall cost of borrowing will stay relatively high. Find out what this means for home buyers and why you may want to consider buying a home while rates are stable.

As the Fed pauses its campaign of rate hikes, the housing market remains hobbled by high interest rates and other challenges.

07/05/2023

According to Mark Browne, an expert on risk management and insurance, cash value life insurance can be a powerful wealth building tool. This video shows how the tax advantages compare favorably to some popular individual retirement vehicles. https://nyl.co/3O2tbSu

06/28/2023

While juggling the financial responsibilities of taking care of loved ones, don’t forget about your own finances. The right life insurance policy can help you care for them and help you save for retirement. Contact me today to learn more. https://bcove.video/2FNk1ID

06/19/2023

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.