Kirankumar Mistry, Agent with New York Life

10/06/2022

Even though Gen Z is the most debt-adverse generation, they scored the lowest in a recent financial literacy study by TIAA Institute. This article explores the financial challenges facing Gen Z and how they can make financial literacy their sweet spot.

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10/05/2022

Protecting your family is important. But so is making headway on your financial goals. Fortunately, there are two new insurance products that can help you do both. Learn more here and let’s talk about what these tax-advantaged solutions can do for you.

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

10/04/2022

The NAIC’s Life Insurance Policy Locator helps connect consumers with their deceased loved ones' lost life insurance policies and annuity contracts. Here’s how to use the Life Insurance Policy Locator.

The National Association of Insurance Commissioners' (NAIC) Life Insurance Policy Locator (LIPL) helps to connect consumers with their deceased loved ones' lost life insurance policies and annuity contracts.

08/25/2022

You spent your life building something you can be proud of. Now, letʼs build a strategy to make sure your legacy lives on. Whenever youʼre ready to chat, just send me a message.

06/30/2022

Let's face it, you're not getting any younger. And the younger you are, the less expensive life insurance may be. So while you're in the prime of your life, take steps now to protect the ones you love for a lifetime.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

04/17/2022

Worried you may not have enough saved for retirement? That's what I'm here for. Reach out and I can help you identify insurance solutions, investments, and strategies to make your savings last.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

04/16/2022

When it comes to retirement, more income means less worry. Learn how New York Life's deferred income annuities can help.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

04/15/2022

Even the best-laid plans for retirement can go awry without a tax strategy. From types of retirement vehicles to the timing of withdrawals, with the right strategy in place I can help you keep more of what you've earned. Let's talk.

Plan for your retirement by investing in tax advantaged accounts and by using efficient withdrawal strategies to prepare for your retirement. 

04/14/2022

Transitioning from saving for retirement to living in retirement can be overwhelming, but that's why I'm here. Check out these tips and reach out if you want some expert advice.

As you transition from retirement saving to living in retirement, consider how to structure your income and manage your portfolio to plan for a longer life.

04/13/2022

Investing can be a great way to build wealth, but how much you earn affects how much you pay in taxes. Click here to learn what to look out for and let's discuss the best way for you to keep more of what you've earned.

Although investing can provide additional income, it is essential understand capital gains and tax breaks to be more tax efficient.

04/08/2022

Join us for NYL’s Power of Knowing webinar on May 2, 2022, at 2 PM EST with Dr. Michael Finke, discussing the value of helping to protect against income loss due to disability.
Register now at: https://event.on24.com/wcc/r/3617679/CFC87C2FB9ACACC6E7C2D38AC9137261?partnerref=0155169

03/30/2022

In order to be financially secure, you need to have financial wellness. Take these steps to eliminate financial distress and live a more comfortable lifestyle.

Far too many people are ill when it comes to money.