Kaysi Fitzpatrick, Agent with New York Life

Kaysi Fitzpatrick, Agent with New York Life

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Contact me for information on how beneficial Permanent Life Insurance Cash Value can help you and your family through tough times, or even help you manage your tax bracket!!! Cash Value Life Insurance is one of THREE vehicles that provide tax free withdrawals (even on the growth!) It all starts with a simple conversation.

Financial Services Professional offering securities products and services through NYLIFE Securities LLC. 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.

Operating as usual

Timeline Photos 09/09/2021

Saving for your child’s education is likely one of your financial goals. But how much is enough? Reach out to me today! Together, we can work on a strategy to help you manage educational expenses to set your child up for success.

Saving for your child’s education is likely one of your financial goals. But how much is enough? Reach out to me today! Together, we can work on a strategy to help you manage educational expenses to set your child up for success.

Timeline Photos 09/06/2021

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.
https://www.newyorklife.com/articles/why-whole-life

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.
https://www.newyorklife.com/articles/why-whole-life

Financial Milestones for Marriage | New York Life 08/31/2021

Financial Milestones for Marriage | New York Life

Anniversaries are a checkpoint in your marriage, and this checklist will help ensure you are tracking towards the future you want, together. Just think of your five-year anniversary as the life insurance anniversary.

Financial Milestones for Marriage | New York Life Learn to save money as a married couple by setting goals with your spouse to meet financial milestones like repaying student loans and saving for retirement.

Timeline Photos 08/30/2021

Your career has evolved, and your financial solutions should as well. As a New York Life financial professional, I have the resources and experience of a Fortune 100 company at my disposal to help you create a strategy that succeeds both now and in the future.

Your career has evolved, and your financial solutions should as well. As a New York Life financial professional, I have the resources and experience of a Fortune 100 company at my disposal to help you create a strategy that succeeds both now and in the future.

Term Life Insurance Conversion - Upgrade Your Policy | New York Life 08/29/2021

Term Life Insurance Conversion - Upgrade Your Policy | New York Life

A great vacation can't last a lifetime. Great insurance can. Learn how easy it is to turn your short-term protection into a long-term solution.

Term Life Insurance Conversion - Upgrade Your Policy | New York Life Do you currently have a term life insurance policy from New York Life? Explore the various benefits of upgrading your term policy.

Timeline Photos 08/28/2021

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

Should you plan a mini-retirement? | New York Life 08/27/2021

Should you plan a mini-retirement? | New York Life

This time of year has us thinking, what if life could always be like a sunny summer day? And if you can't shake that feeling, maybe a mini-retirement is for you. Let's talk about your options before summer ends.

Should you plan a mini-retirement? | New York Life What is a mini-retirement and should you plan one? Learn from New York Life how you can take a renewing break from working life with a mid-life retirement.

Major life events that can affect your life insurance | New York Life 08/26/2021

Major life events that can affect your life insurance | New York Life

Congratulations to the couples saying, “I do!" This is a big life moment worth celebrating. It's also a big financial moment. When the last thank you note has been sent, I'll be here to help you prepare for the future.

Major life events that can affect your life insurance | New York Life Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

Term vs. Permanent Life Insurance | New York Life 08/25/2021

Term vs. Permanent Life Insurance | New York Life

After a year that challenged us on both the short and long-term level, perhaps now it's time to reevaluate your strategy for the future. Read about our short and long-term options and start preparing for what’s ahead.

Term vs. Permanent Life Insurance | New York Life Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

Life insurance for homeowners: Protecting your mortgage | New York Life 08/24/2021

Life insurance for homeowners: Protecting your mortgage | New York Life

It's finally time to return to all the projects we shelved a year ago—and start thinking up new ones. If mortgage protection falls into either of those buckets for you, give me a call and we'll get started.

Life insurance for homeowners: Protecting your mortgage | New York Life Learn the importance of assessing your life insurance value when buying a home. Discover how increasing your life insurance can help protect your family and home.

3 Stress Management Techniques That Can Make Your Life Better 08/23/2021

3 Stress Management Techniques That Can Make Your Life Better

You have to first identify the sources of your stress before you can address it. Try these techniques.

3 Stress Management Techniques That Can Make Your Life Better Taking care of your mental health is a full-time job that’s as critical as your career. Nurture yourself by experimenting with a variety of stress management strategies.

Marriage and money—things to discuss before marriage | New York Life 08/22/2021

Marriage and money—things to discuss before marriage | New York Life

Long before the big day is the time to have the big conversations about financial goals. Take a look at this list before you walk down the aisle. Need a little support? I'm always here to help.

Marriage and money—things to discuss before marriage | New York Life There are a lot of things to discuss before marriage, including your financial future. Learn from New York Life how you can prepare financially for marriage.

Timeline Photos 08/21/2021

Having reliable income in retirement means having the ability to enjoy it. What steps have you taken to set yourself up for the best retirement possible? Share your comments below.

Having reliable income in retirement means having the ability to enjoy it. What steps have you taken to set yourself up for the best retirement possible? Share your comments below.

Timeline Photos 08/20/2021

Balance. Yin & Yang. Harmony. Whatever you call it, it’s necessary for a good life. The same goes for your finances. You can protect your family today while saving for your future. If you need financial balance, let’s talk.

Balance. Yin & Yang. Harmony. Whatever you call it, it’s necessary for a good life. The same goes for your finances. You can protect your family today while saving for your future. If you need financial balance, let’s talk.

Life Insurance Information and Advice | Protecting Your Family 08/19/2021

Life Insurance Information and Advice | Protecting Your Family

Summer has so much to offer—soaking up the sun, getting active outdoors, gathering with friends. Let's think about your future the same way. With so many options to choose from, New York Life can help ensure your future remains sunny.

Life Insurance Information and Advice | Protecting Your Family Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

Cost of Raising a Child | Bankrate 08/18/2021

Cost of Raising a Child | Bankrate

How much does it cost to raise a child? If the number looks overwhelming to you, let this breakdown help you start to prepare.

Cost of Raising a Child | Bankrate How much does it really cost to raise a child? You might be surprised.

Your long-term financial outlook may be the ticket to seizing the day sooner. 08/17/2021

Your long-term financial outlook may be the ticket to seizing the day sooner.

Your long-term financial outlook may be the ticket to seizing the day sooner.

Your long-term financial outlook may be the ticket to seizing the day sooner. New York Life Wealth Watch survey data finds generational divide between short term and long-term strategies related to Americans’ financial confidence.

Council Post: Self-Care Rhythms For Executives 08/16/2021

Council Post: Self-Care Rhythms For Executives

We know self care is one of the keys to strong leadership, creativity, and long-term success. But how to find the best self-care path for you? This article can help.

Council Post: Self-Care Rhythms For Executives It's important to make self-care part of the job, especially in times of long-term stress.

Why You May Be Overly Optimistic About Your Social Security Benefits 08/15/2021

Why You May Be Overly Optimistic About Your Social Security Benefits

Figure out if you may be counting too much on Social Security for your retirement.

Why You May Be Overly Optimistic About Your Social Security Benefits As humans, we tend to be overoptimistic on everything from our driving ability to investment prowess.

Timeline Photos 08/14/2021

Planning for retirement is no easy task. What steps have you taken to make the process easier for you? Let me know in the comments below.

Planning for retirement is no easy task. What steps have you taken to make the process easier for you? Let me know in the comments below.

Be Money Smart in Tough Times | Kiplinger 08/13/2021

Be Money Smart in Tough Times | Kiplinger

If you paused those financial lessons for the kids during the crunch of the pandemic, these tips could help you get back on track.

Be Money Smart in Tough Times | Kiplinger The difficult times we’ve been going through are a great opportunity to teach some important money lessons to your kids and grandkids.

Millennial Money: What will you teach your kids about money? 08/12/2021

Millennial Money: What will you teach your kids about money?

From taking on investing to creating a second income stream, these lessons are worth learning at any age.

Millennial Money: What will you teach your kids about money? Hey, internet: Remember millennials? Many of us have graduated from our lattes and leisurely brunches to become parents with jobs, car loans and perhaps even a mortgage. On our road to adulthood, we’ve experienced two global crises — a recession and a pandemic. Many of us are also still carrying...

Timeline Photos 08/11/2021

Learn how New York Life has been empowering and educating Latinos to protect their families and businesses by creating a financial legacy.
https://hispanicexecutive.com/new-york-life-3/

Learn how New York Life has been empowering and educating Latinos to protect their families and businesses by creating a financial legacy.
https://hispanicexecutive.com/new-york-life-3/

Debt management—Keep debt from limiting your future | New York Life 08/10/2021

Debt management—Keep debt from limiting your future | New York Life

Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.

Debt management—Keep debt from limiting your future | New York Life 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.

Accidental death & dismemberment insurance is not a replacement for life insurance 08/09/2021

Accidental death & dismemberment insurance is not a replacement for life insurance

What are the differences between AD&D and life insurance? Read this to learn the basics and why you still need life insurance.

Accidental death & dismemberment insurance is not a replacement for life insurance AD&D only covers deaths in select circumstances. If you want proper coverage, you still need traditional life insurance.

Timeline Photos 08/09/2021

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.

The Financial Effects of Losing a Spouse | Kiplinger 08/08/2021

The Financial Effects of Losing a Spouse | Kiplinger

In addition to the emotional that losing a spouse can take on someone, there are also financial effects. These tips could help ease their financial burden.

The Financial Effects of Losing a Spouse | Kiplinger Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits.

Timeline Photos 08/07/2021

Whether it's dining out, spoiling your grandkids, or exotic vacations, when you plan ahead for retirement more things are possible. Sound off below with your retirement dreams and let's come up with a strategy that will help you do more of what you want.

Whether it's dining out, spoiling your grandkids, or exotic vacations, when you plan ahead for retirement more things are possible. Sound off below with your retirement dreams and let's come up with a strategy that will help you do more of what you want.

08/06/2021

Latest New York Life Wealth Watch Survey Reveals Generational Divide In Post-Pandemic Financial Confidence.

The pandemic has caused many Americans to feel concerned about their financial futures, but where those concerns lie may have a lot to do with your generation. Learn how you stack up in the latest New York Life Wealth Watch survey.

Latest New York Life Wealth Watch Survey Reveals Generational Divide In Post-Pandemic Financial Confidence. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Before Taking On A Side Gig, Consider These Pros And Cons 08/05/2021

Before Taking On A Side Gig, Consider These Pros And Cons

Thinking of taking on a side gig? Read through these considerations before making your decision.

Before Taking On A Side Gig, Consider These Pros And Cons Side gigs can be a great way to compliment your current career and build wealth faster—or they might be a stressful addition to an already stressful life. Consider your options carefully.

Beware This Change in the Rules for Retirement-Account RMDs 08/04/2021

Beware This Change in the Rules for Retirement-Account RMDs

Have you inherited an IRA? The rules have recently changed. Here's what you need to know.

Beware This Change in the Rules for Retirement-Account RMDs The requirements for withdrawing funds from an inherited IRA can be confusing.

How To Always Be Your Best Self, From An Eight-Figure Founder 08/03/2021

How To Always Be Your Best Self, From An Eight-Figure Founder

You know your best self. You like that version of you. Here are some tips on how to be that person more often.

How To Always Be Your Best Self, From An Eight-Figure Founder Cathryn Lavery is a company founder on a mission to make everyone the best version of themselves. Her company, BestSelf, provides top productivity tools to help its customers achieve their goals and has sold over $30 million of products to customers determined to improve.

Research shows people spending less in retirement than needed- here’s why 08/02/2021

Research shows people spending less in retirement than needed- here’s why

Feeling anxious about spending down your savings in retirement? This might help.

Research shows people spending less in retirement than needed- here’s why Michael Finke, Professor and Director of the Granum Center for Financial Security, American College of Financial Services, joins Yahoo Finance to break down the new report by David Blanchett & Michael Finke regarding retiree spending.

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger 08/01/2021

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger

What kind of trust is right for you? It depends on what you need.

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger There are important differences between the two types of trusts, including the amount of control you'll have over your assets.

Timeline Photos 07/31/2021

What are some ways you plan on getting more income in retirement? Let me know below.

What are some ways you plan on getting more income in retirement? Let me know below.

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Melville, NY
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