Kenneth P Pomo Jr, Agent with New York Life

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Kenneth P Pomo Jr, Agent with New York Life Agent licensed to sell insurance through New
York Life Insurance Company I am not licensed in all jurisdictions.

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, 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. 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.

1000 Atrium Way, Suite 500
Mt Laurel NJ 08054
NJ License: 238562

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing th...
10/19/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can...
10/16/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement ...
10/13/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-t...
09/28/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
09/26/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

09/23/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/20/2026

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.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/18/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strat...
09/17/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
08/29/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4ciCV6R

Address

3000 Atrium Way, Suite 330
Mount Laurel, NJ
08054

Opening Hours

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

Telephone

+18569815884

Website

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