Kaysi Fitzpatrick, Agent with New York Life

Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.

Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.

Have questions about life insurance? Here are the 6 things you should know about it in the age of #COVID19 and beyond.

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

Whether they are curled up next to you or calling from a distance, family are the people you love the most. You'd do anything to protect them. And I'm ready to help you with that.

Accomplish two goals with one effort? That’s being good at life: https://bcove.video/2HgiMCi.

New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.

Goal-setting comes with extra challenges this year as we're facing unprecedented and uncertain times. But whatever your goals may be for 2021, learn why protecting what you have should be a priority.

Be the grandparent that teaches lifelong money lessons.

These tips can help you prepare for your child's college education.

Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

Adopt a growth mindset and prosper.