Erin Muldoon, Licensed Agent at New York Life Insurance Company

Agent at New York Life Insurance Company integrating a holistic approach to financial strategies. As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help 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 and business planning.

Operating as usual

04/17/2022

Happy Easter!

Timeline photos 04/12/2022

Worried about the way taxes could affect your standard of living in retirement? Tax diversification with life insurance can help you save more of your money. Contact me to find out how.

04/08/2022

It’s been a while since I’ve captured my scope of services with the group, especially since we have many new members! For over 5 years, clients have been coming to me for:

* Retirement Income Planning
* Annuities
* Life Insurance
* Long Term Care
* Disability Insurance
* Estate Planning
* 401k / IRA Rollovers
* Child Gifting
* Wealth Accumulation Strategies
* Wealth Preservation Strategies
* Wealth Transfer Strategies
* Charitable Planning
* Buy-Sell Agreements
* Key Person Insurance
* Executive Benefits
* Employee Benefits
* Succession Planning
* Deferred Compensation
* Education Funding
* Tax Efficiency

It’s time to review. Let’s dovetail all the facets together or check one thing off at a time. Consultations are complimentary.
#newyorklife #riskmanagement #accumulation #protection #distribution #planning #financialplanning #nestegg #bostongeneraloffice #175yearsstrong #lovewhatido #heretohelp #marthasvineyard #boston #nantucket #capeandislands #MA #CT #RI #UT #MI #NH #LikeShareComment

774-353-7653
[email protected]

04/06/2022

I’m getting lots of phone calls lately from folks wondering what they should do with lazy money in the bank. Do you have the same concern? Let’s talk. #cash #liquidity #lowinterestrates #helpyougrow #bigpicture

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address. 04/02/2022

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address.

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address.

03/25/2022

Proud to offer #newyorklife. Let’s explore which options fit your needs.

#lifeinsuranceagent #lifeinsurance #protection #estateplanning #familyfirst

Here’s Who Won’t Qualify For $6.2 Billion Of Student Loan Cancellation 03/21/2022

Here’s Who Won’t Qualify For $6.2 Billion Of Student Loan Cancellation

Does this mean you? Read on…

Here’s Who Won’t Qualify For $6.2 Billion Of Student Loan Cancellation Here's how to get student loan cancellation.

02/25/2022

Have you procrastinated with your financial planning, your life insurance, long-term care, estate planning? Now is the time to call me for a consultation to get you on track and close any gaps in your planning! 774-353-7653

Retiring Early? A New IRS Rule Could Mean More Money in Your Pocket | Kiplinger 02/24/2022

Retiring Early? A New IRS Rule Could Mean More Money in Your Pocket | Kiplinger

Look at all the sides before deciding if this is right for your retirement distribution plans. Read on to see why to proceed with caution. #irs #retirementincomeplanning #greatresignation

Retiring Early? A New IRS Rule Could Mean More Money in Your Pocket | Kiplinger Those younger than 59½ can now withdraw more from IRAs, 401(k)s or other qualified retirement accounts without a 10% early withdrawal penalty. It’s all because the IRS changed how to calculate Substantially Equal Periodic Payments. But beware of the risks.

Why Claiming Social Security at 64 or 67 Could Be a Big Mistake | ThinkAdvisor 02/18/2022

Why Claiming Social Security at 64 or 67 Could Be a Big Mistake | ThinkAdvisor

Insightful piece for your consideration box! #socialsecurity #retirement #income #accumulation #distribution #nestegg

Why Claiming Social Security at 64 or 67 Could Be a Big Mistake | ThinkAdvisor At these ages, waiting just one more year provides a significant jump in benefits.

02/17/2022
The 4% Rule Might Not Work, This Retirement Expert Says. Here’s His Strategy. 02/16/2022

The 4% Rule Might Not Work, This Retirement Expert Says. Here’s His Strategy.

Dr. Wade Pfau’s research is definitely worth the read. #accumulation #distribution #retirementplanning #assets #financialliteracy

The 4% Rule Might Not Work, This Retirement Expert Says. Here’s His Strategy. The 4% rule might work, says economist Wade Pfau, but it also might not. He says investors need to account for a market downturn early in retirement to be able to survive one.

02/14/2022

Happy Valentines Day from me to you!

02/11/2022

The #greatresignation has everyone asking themselves what they really want in life. Let's set aside time to talk about what that means for you and your financial future. #jobvacancies #employeebenefits #401krollover #selfemployed #selfempowered #planningahead #financialfreedom

5 strategies to diversify investments | New York Life 02/08/2022

5 strategies to diversify investments | New York Life

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future. #TimeManagementMonth

5 strategies to diversify investments | New York Life It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

Lessons from Olympic athletes: resilience and success 02/07/2022

Lessons from Olympic athletes: resilience and success

Wishing the best of luck to Team USA as they go for the gold. We're rooting for you. #Olympics2022

Lessons from Olympic athletes: resilience and success From positive thinking to seeking professional help, working as a team to knowing your limits, New York Life looks at the psychological lessons we can learn from athletes.

02/07/2022

February is Insure Your Love month! Let’s consider together your best life insurance option(s) to protect your loved ones. #insurance #love #valentinesday2022 #lifeinsuranceawareness #lifeinsuranceagent #insureyourlove #nofamilyleftbehind #agape #newyorklife #loveinaction #familyfirst

02/04/2022

Retirement is a new and exciting phase of your life. Patience and preparation is key for making smooth transitions. Let's work together to design a strategy with the steps you need to take today. #retirementplanning #strategy #womenandmoney #womenandwealth #holisticfinancialplanning #financialadvice #womenhelpingwomen #seatatthetable #massachusetts #newhampshire #rhodeisland #connecticut

Retirement Planning Considerations | New York Life 02/01/2022

Retirement Planning Considerations | New York Life

When planning for retirement, consider these five things about income sources and preparation.

#retirementplanning #retirement
#heretohelp #planningahead #nestegg #income #prepare

Retirement Planning Considerations | New York Life When financially preparing for retirement, remember to consider five things about income sources and preparation.

When Can You File Your Taxes This Year? | Kiplinger 01/25/2022

When Can You File Your Taxes This Year? | Kiplinger

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due dates and deadlines, in this article.

When Can You File Your Taxes This Year? | Kiplinger If you're an early bird when it comes to filing your tax return, you won't have to wait much longer before the IRS will accept your return.

01/17/2022

“Life’s most persistent and urgent question is ‘what are you doing for others?’” -Dr. Martin Luther King Jr.

01/13/2022

Are you having a baby? Has your family grown since you first bought life insurance? Let’s meet to review your life insurance needs! #lifeinsuranceagent #lifeinsurancematters #financialsecurity #familyfirst #ProtectYourLove

01/12/2022

Clients are now finding they have the capacity and the space to be able to do precise planning for their top 2-3 financial goals! What is on the top of your list?

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their business hours. 01/12/2022

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their business hours.

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their business hours.

Photos from Erin Muldoon, Licensed Agent at New York Life Insurance Company's post 01/11/2022

**** BIG NEWS TO START 2022****

I'm excited to announce my practice finally has an island home, newly located at 151 Beach Rd, Suite 1D in Vineyard Haven. It is so gratifying to help my clients grow and protect their assets for generations to come right in my own back yard. By appointment only. See you soon!

774-353-7653
[email protected]

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their phone number. 01/11/2022

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their phone number.

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their phone number.

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address. 01/11/2022

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address.

Erin Muldoon, Licensed Agent at New York Life Insurance Company updated their address.

01/11/2022

2022 brings us the opportunity to set new intentions and goals for the year. What is a priority for you? #goals #planningahead #goforit #beunstoppable

12/31/2021

May your troubles be less, and your blessings be more, and nothing but health and happiness come through your door.

12/24/2021

Wishing you peace, joy and health in 2022!

12/22/2021

Give the child you love a gift that will last a lifetime! Happy Holidays 🌲✨❄️

12/09/2021

Have you left your job recently? Have you retired? Moved to a different company? Starting your own company? You have very important decisions to make about your 401k, 457, or 403b. Let’s review your options together. #rollover #knowyouroptions #proactive #retirementincomeplanning #howcanihelpyou #build #protect

11/24/2021

From my home to yours…

11/23/2021

New York Life, America's largest and most admired mutual life insurer, today announced that the company has declared a dividend of $1.9 billion to eligible participating policy owners in 2022, the largest in company history.

11/12/2021

*** Big News for Martha's Vineyard ***

I have finally found a home for my island office! Stay tuned for more details!!!

Videos (show all)

Employee Benefits Solutions
Today at 4pm!
Upgrade Your Term Life Insurance to a Permanent Solution
I love pulling together employee benefit packages!!
When you plan for the future, you want all your bases covered. See how NYL My Care can be an affordable way to help posi...
New York Life's term life insurance offers flexible options for whatever your needs may be.
A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short v...

Telephone

Address


151 Beach Rd, Suite 2D- PO Box 1628
Vineyard Haven, MA
02568

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm
Saturday 8am - 11am

Other Vineyard Haven businesses (show all)
Vineyard Power Vineyard Power
Vineyard Haven, 02568

Vineyard Power is an over 1350 member community-owned cooperative that will help achieve a sustainable energy future for Martha's Vineyard while keeping the benefits and control of our resources in our community. Visit www.vineyardpower.com to join.

Island Time Dispensary Island Time Dispensary
15 Mechanics St. (across From Little House Cafe)
Vineyard Haven, 02568

The first locally owned cannabis dispensary on Martha's Vineyard - stop and smell the flower! Located across the street from Little House Cafe in Vineyard Haven.

Martha's Vineyard Glass, Inc. Martha's Vineyard Glass, Inc.
19 Beach Rd
Vineyard Haven, 02568

Tonys painting Tonys painting
11 Cook Rd
Vineyard Haven, 02568

Specializing in interior and exterior painting and staining. Window glazing, power washing. 508-982-9675 -- 508-560-4878

The Vineyard Window Film Company The Vineyard Window Film Company
241 Indian Hill Rd
Vineyard Haven, 02568

A perfect way to reduce heat buildup, fading, and glare on all flat glass in homes and offices alike.

NewLeaf Garden Design and Maintenance NewLeaf Garden Design and Maintenance
Vineyard Haven, 02568

Small garden design and maintenance company

Island Fuel Inc. Island Fuel Inc.
Vineyard Haven, 02568

French Accent Kitchen and Bath French Accent Kitchen and Bath
79 Beach Road ,Tisbury Market Pl
Vineyard Haven, 02568

French Accent

The Cobbler Shop The Cobbler Shop
2 Sea Glen Rd
Vineyard Haven, 02568

A full service shoe and leather repair store. We repair shoes, boots, handbags, jackets, luggage, zippers, do orthopedic work and stretch shoes and boots.

Sea Glass Gallery Sea Glass Gallery
15 Heath Hen Ln
Vineyard Haven, 02568

LandMastersMV LandMastersMV
24 Fitchburg Ave
Vineyard Haven, 02568

The UPS Store 5837 The UPS Store 5837
455 State Road
Vineyard Haven, 02568

Helping all of Martha's Vineyard's business needs. We're professional printers, business helpers, packers, shippers and more.