Kathy Khakshour Financial Services

Kathy Khakshour Financial Services Life Planning Group was founded with the goal of assisting our clients in every aspect of their fina

Less than 1% of all individual tax returns are audited, but that doesn’t mean you should get rid of your older documents...
06/01/2022

Less than 1% of all individual tax returns are audited, but that doesn’t mean you should get rid of your older documents just yet. They might come in handy.

You’ll need supporting documents in case you’re audited, but you don’t need to save them forever.

If you own a business, life insurance may not be top of mind. But in fact, life insurance can be a financial lifeline fo...
01/20/2022

If you own a business, life insurance may not be top of mind. But in fact, life insurance can be a financial lifeline for small business owners in three important ways.

As a small-business owner or partner, you may wonder what would happen to your business should anything happen to you.

It’s been said that good things happen for those who wait. That’s true for you with respect to your Social Security bene...
06/21/2021

It’s been said that good things happen for those who wait. That’s true for you with respect to your Social Security benefit, if you take advantage of delayed retirement credits.

You'll be shocked to see what it's worth to wait.

To celebrate  , talk to your financial professional about how life insurance can secure your child’s future.
04/05/2021

To celebrate , talk to your financial professional about how life insurance can secure your child’s future.

Purchasing permanent life insurance for your kids when they're young can combine affordably priced premiums with locked-in insurability for life.

Have trouble understanding life insurance terms? We’ve got you covered!   ow.ly/rgM6102ok4Z
10/05/2020

Have trouble understanding life insurance terms? We’ve got you covered! ow.ly/rgM6102ok4Z

Eight ‘what ifs’ to consider before the world comes crashing down again:ow.ly/EU3L102hZuEPlease, let me know if i can be...
07/02/2020

Eight ‘what ifs’ to consider before the world comes crashing down again:
ow.ly/EU3L102hZuE
Please, let me know if i can be any help to you!

A lot of our biggest worries became real this year.

“Buy term and invest the rest,” isn’t so cut and dry. Become informed to make the best decision for your situation. ow.l...
05/18/2020

“Buy term and invest the rest,” isn’t so cut and dry. Become informed to make the best decision for your situation. ow.ly/4p5r102fjqf
If you need help please don't hesitate to call
516.902.5108

in the decades since the idea of “buy term and invest the difference” first gained popularity, we’ve learned that this approach doesn’t work so well in real life.

The new CARES Act is expanding unemployment benefits. Here is who qualifies and how to apply.
05/09/2020

The new CARES Act is expanding unemployment benefits. Here is who qualifies and how to apply.

Part-time and self-employed workers can also get benefits. Here’s what you need to know

Is the cost of a four-year college still worth it? New research says ‘yes’ because college grads still earn more than th...
03/09/2020

Is the cost of a four-year college still worth it? New research says ‘yes’ because college grads still earn more than those with just a high school degree. ow.ly/xzI5102c47g

With the cost of college is rising so much, it's easy to wonder whether a four year college education is even worth it anymore.

You don’t need to choose between protecting those who matter most and your lifelong dreams. At Penn Mutual, we can help ...
02/03/2020

You don’t need to choose between protecting those who matter most and your lifelong dreams. At Penn Mutual, we can help you achieve both. Reach out to me to learn more.
Please call me @ 516.902.5108

If you have a child with special needs, consider leaving them a trust. Read all about what a trust offers here.
11/06/2019

If you have a child with special needs, consider leaving them a trust. Read all about what a trust offers here.

Consider all the options.

Address

333 Earle Ovington Boulevard
Uniondale, NY
11533

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+5164795842

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