Betsy Baldry, Financial Professional with New York Life

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Betsy Baldry, Financial Professional with New York Life I specialize in helping everyday people—especially women feel confident and in control of their financial future. I am not licensed in all jurisdictions.

Whether you’re asking, “Am I on track for retirement?” or “How do I make sense of my finances in this new chapter of life?”—I’m here to help. I’m Betsy Baldry—a financial professional with New York Life and someone who believes financial guidance shouldn’t be intimidating, confusing, or reserved for the ultra-wealthy. I specialize in helping everyday people—especially women, healthcare professionals, small business owners, and folks navigating big life changes—feel confident and in control of their financial future. I am an Agent licensed to sell insurance through New York Life Insurance Company 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 and a New York Life Company. 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. 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.

208 9th Ave Suite 2, Watertown, South Dakota 57201
(605) 878-2090
(320) 305-1041

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4stlR4V

If you have questions about your own beneficiary choices, send me a message.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4B9vGZC

If it gets you thinking about your own plans, send me a message.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
10/08/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4hP5Y3E

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potenti...
10/06/2026

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potential care need. Click below to read this article to learn about your options.
https://cbsn.ws/4j31dWz

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204 Ash Street
Watertown, SD
57050

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