Helen Tan, Financial Services Professional at Nylife Securities LLC

Helen Tan, Financial Services Professional at Nylife Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

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. As a licensed Agent 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, man

aging costs for extended periods of care and lifetime income strategies. 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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.

5805 Blue Lagoon Dr. Miami, FL 33126
786 566 9887
[email protected]
My California Insurance License Number is 4184728.

After you close a credit account or pay off a loan, your borrowing history may remain on your credit report. Here’s what...
09/10/2022

After you close a credit account or pay off a loan, your borrowing history may remain on your credit report. Here’s what you need to know about removing closed accounts from your credit report.

You can try several ways to remove a closed account from your credit report, but getting it off can affect your credit score.

By protecting your legacy, you can provide a more secure future for the ones you love.
09/09/2022

By protecting your legacy, you can provide a more secure future for the ones you love.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Your family's financial security is as important to us as it is to you. Put it in the hands of an agent you can trust.
09/08/2022

Your family's financial security is as important to us as it is to you. Put it in the hands of an agent you can trust.

Looking at an insurance plan or investment, but not sure where to start? Submit your information here, and a New York Life agent will reach out to help.

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest ra...
09/07/2022

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.30% actual yield) as you strategically enter the market.

Wondering whether this is the right time to invest? One way to reduce uncertainty is to employ the time-tested strategy of dollar cost averaging, or “DCA.”

Rising inflation and the volatile stock market are causing many retirees to return to work, but it might trigger uninten...
09/06/2022

Rising inflation and the volatile stock market are causing many retirees to return to work, but it might trigger unintended financial consequences. Here are four things to consider before sending off your resume.

A regular paycheck may affect Social Security benefits, Medicare coverage, private pensions and your tax bill

These three steps can help professionals with private practices survive and thrive during a recession.
09/05/2022

These three steps can help professionals with private practices survive and thrive during a recession.

By going virtual, increasing customer lifetime value and using a budget as a tool, you can prepare your private practice to withstand future recessions and emerge as a thriving business.

The U.S. economy contracted for the second straight quarter in Q2. But does it mean we’re in a recession? Here’s why the...
09/04/2022

The U.S. economy contracted for the second straight quarter in Q2. But does it mean we’re in a recession? Here’s why the economists and strategists remain split on whether we’re in an actual downturn or not.

The U.S. economy contracted for a second straight quarter in Q2 according to the latest GDP data, sparking plenty of recession chatter around Wall Street.

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.
09/03/2022

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.

This article outlines how, when, and what amount to withdraw from your 529 college savings plan to fund your children’s ...
09/02/2022

This article outlines how, when, and what amount to withdraw from your 529 college savings plan to fund your children’s higher education.

Many of us scrimped and saved to put money away for our children’s or grandchildren’s college expenses. Here are 7 Steps You Need To Follow to use your 529 funds.

77% of families are moderately or very worried about being able to pay for back-to-school expenses, according to a U.S N...
09/01/2022

77% of families are moderately or very worried about being able to pay for back-to-school expenses, according to a U.S News & World report. If you’re struggling with these expenses, here are some tips for reducing costs.

If you're worried about affording school expenses, check out these tips for reducing costs.

Inflation is driving up the price of everything but when it comes to federal income taxes it might not have the same har...
08/31/2022

Inflation is driving up the price of everything but when it comes to federal income taxes it might not have the same harsh impact. Learn why in this article.

Record high inflation is driving up the price of everything from gas to groceries, but the impact of inflation in the U.S. on federal tax brackets and some tax credits might not be all bad.

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33126

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