Paul Katsion, Investment Advisor Representative

08/28/2023

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years. While this may seem promising, it's essential to recognize that this legacy money may not go as far as you think. There are economic realities that may get in the way.

If you have questions about creating a financial strategy, please feel free to contact me.

*https://nyl.co/3L11Ldw

08/17/2023

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates continue to rise

If you have any questions about how to develop a solid financial strategy, please reach out to me!

Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.

08/02/2023

Congratulations to our amazing investors who are celebrating an anniversary in August with us! 🎉 Your support has helped us bring growth and prosperity to the Greater Ottumwa Region. We can't thank you enough for your partnership!

10-15 Transit
Atlantic Coca-Cola Bottling Company
Christner Contracting, Inc.
Darling Children's Dentistry
Growthland
Paul Katsion Agent with New York Life
Pizza Ranch
Servpro of Ottumwa/Oskaloosa
Wolfe Eye Clinic

07/21/2023

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help retirees feel happier and more confident in their investments. Read this article to find out how retirees' lives are impacted for the better by owning an annuity.

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

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

07/07/2023

"Finding a good nursing home for yourself or a loved one may take time and effort, but it is well worth it. This article gives you important facts about nursing homes today and tips on how to search for a high-quality facility.

https://bit.ly/3XGjFYa

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity "

Chronically understaffed and expensive, nursing homes have changed over the years, much of it for the worse. But they fill a need for many. How do you find a good one?

07/05/2023

Summer has a way of making everyone feel like a kid again. While ditching work to play with your friends may be off the table, finding out about the many financial benefits of getting life insurance when you’re young can be even more rewarding.

Estimate the cost of a term life insurance policy with this info from New York Life. Learn about premium rates and the amount of life coverage you need.

07/04/2023

With so much going on in your life, it can be reassuring to know that your family's financial future is protected. Find out how our proven solutions and financial strength can give you peace of mind. https://nyl.co/445S458

07/03/2023

These 21 lessons from entrepreneur Adrian Falk can help you fast track your business success.

Fast-track your business success with these strategies.

07/02/2023

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

07/01/2023

Protecting your partner
Watch this short video to learn how business owners can cope with the unexpected loss of a business partner. http://bit.ly/1GigKFm

06/30/2023

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

06/29/2023

Have you ever heard the expression “buy term and invest the difference?” See what R. Matthew Pate, JD, LLM has to say about this, and other common misconceptions about whole life insurance. https://nyl.co/46san62