Katherine Maloney, Licensed Agent with New York Life

Katherine Maloney, Licensed Agent with New York Life I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Boston General Office, 201 Jones Road, 5th Floor, Waltham, MA 02451 Tel: 781-398-9136

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got an...
08/29/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

If you’re thinking about turning to savings bonds to insulate your portfolio from rising inflation, here’s what you need...
07/25/2022

If you’re thinking about turning to savings bonds to insulate your portfolio from rising inflation, here’s what you need to know about them before making your purchase.

Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.

Markets go through cycles, but you don’t want to wait until you’re retired to protect yourself. These strategies can hel...
07/25/2022

Markets go through cycles, but you don’t want to wait until you’re retired to protect yourself. These strategies can help safeguard your lifelong savings against a recession.

Whether you are already in retirement or gearing up to retire in a couple of years, here are some strategies to safeguard your lifelong savings.

Now is a great time to protect yourself and the ones you love. Learn how disability insurance can help protect your most...
07/05/2022

Now is a great time to protect yourself and the ones you love. Learn how disability insurance can help protect your most valuable financial asset—your ability to earn an income.

Happy  ! Financial independence is all about having the freedom to live your life without worry. Reach out soon and I ca...
07/05/2022

Happy ! Financial independence is all about having the freedom to live your life without worry. Reach out soon and I can help you find your path to a more secure future, even while managing debt.

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

This article explores the advantages of buying stocks during a bear market and explains how it can affect your long-term...
07/05/2022

This article explores the advantages of buying stocks during a bear market and explains how it can affect your long-term investing.

When the stock market is soaring, it's easy to get into the buying mood. That's because we actually see investments bearing fruit right away. Even if some share prices are high, the sheer momentum of the whole market offers us confidence that those prices could climb even higher.

When it comes to financial literacy, where better to start than with retirement planning? As always, I'm here to help wh...
05/06/2021

When it comes to financial literacy, where better to start than with retirement planning? As always, I'm here to help whenever you need it.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

05/05/2021

“One ought, every day at least, to hear a little song, read a good poem, see a fine picture, and, if it were possible, to speak a few reasonable words." —Johann Wolfgang Von Goethe. Every day is an opportunity to explore something creative or reflective. What song, book, or other form of art interested you recently?

There is more than one way to make an impact. Share a time where you’ve been the candle and one where you’ve been the mi...
05/04/2021

There is more than one way to make an impact. Share a time where you’ve been the candle and one where you’ve been the mirror.

Address

201 Jones Road
Waltham, MA
02451

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