New York Life
Through its insurance and financial products, the New York Life Insurance Company helps to service the needs and concerns of families.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.







Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance agent and a Registered Representative of NYLIFE Securities LLC, in the South Florida General Office, I am a  trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.







Please use my Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 







Dana Goldberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL and NY. No insurance business may be conducted outside these states referenced.






 

Dana Goldberg is  a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, 100 West Cypress Creek Road, 5th Floor, Fort Lauderdale, FL 33309, (954) 772-5200. In this regard, this communication is strictly intended for individuals residing in the state of FL. No offers may be made or accepted from any resident outside the specific state referenced.









Retirement Reality Check

You only get one chance to save for retirement, and if you arrive at retirement’s door without adequate resources, you may have limited options.

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

More Newsletters →