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Locality: Santa Rosa, California

Phone: +1 707-294-8947



Address: 149 Stony Circle, #200 95401 Santa Rosa, CA, US

Website: www.kellyagrant.com

Likes: 164

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Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 05.05.2021

Taxes may be at historically low rates now, but there’s no telling where they’ll be in the future and how they’ll impact your retirement. You’re invited to a complimentary seminar on Wednesday, April 28th at 6:00PM PDT that will provide ideas on how to help reduce the effect taxes may have on your retirement income. Register for the seminar here.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 30.04.2021

At New York Life, we know that deciding which life insurance is right for your family can be complicated. That is why you will have a trusted guide you can turn to every step of the way. #HelpProtectOurFamilies

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 11.04.2021

Paying for in-home care or a nursing home can be pricey. Here are some tips from AARP. https://videos.aarp.org//what-you-should-know-about-long-t

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 03.04.2021

Do you know your RMDs?

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 29.03.2021

If you're in school, even part-time, here's what you need to know about loan deferment.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 26.03.2021

Moving forward means leaving some things behind.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 14.03.2021

Over the last 175 years, we’ve grown as a company. All these years of experience is what’s lead to our success. This year, we’re proud to announce that we’ve been selected as Finder’s Best Life Insurance Company for Seniors in 2021. If you’re looking for some expert guidance on everything from life insurance to retirement and more, I’m here to help. https://www.finder.com/best-life-insurance-companies

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 25.02.2021

You've cleaned the baseboards and scrubbed the windows. What's next? Spring is a great time to review your financial goals and make sure everything is as you want it. Learn how whole life can help and reach out with any questions. I'm here to help.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 09.02.2021

"Just go for it" and other nuggets to encourage female founders to make their mark on the world.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 07.02.2021

The economic turmoil brought on by #COVID19 may have you worried about your financial future, but there are ways you can stay protected. Read these tips to help make sure your retirement goals stay on track.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 27.01.2021

Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 21.01.2021

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.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 07.01.2021

Let’s talk about how guaranteed lifetime income can help mitigate this risk to a comfortable retirement.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 03.11.2020

Penalties for paying off your loan early? Yes, they do exist. Before you make that final payment, think through these pros and cons.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 21.10.2020

Your workforce is changing. Here's how to keep up.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 19.10.2020

What's happening with that second round of stimulus checks? And how about relief for widows and widowers? Here are some answers.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 17.10.2020

Learn how to silence your inner critic to help reach your goals.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 11.10.2020

Need help working from home? This guide helps you discover ideas to help from workspace strategy to taxes and staying social.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 09.10.2020

Small business owners, did you know there are ways to lower your effective tax rate?

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 01.10.2020

Giving gifts to minors in the form of an LLC can help protect them from creditors and predators.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 13.09.2020

Reduce negativity by reframing the problem using these 3 tips.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 06.09.2020

529 plans are now more flexible. Explore some new ways to use your college savings plan.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 22.08.2020

Veterans, if you have children, you've got another chance to get your extra stimulus check.

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 07.08.2020

The Women’s Rights Pioneers Monument, funded in part by a grant from New York Life, is the first monument in Central Park to feature real women. Watch its historic unveiling. #WomensEqualityDay #MonumentalWomen #NYL

Kelly Grant, Financial Services Professional with NYLIFE Securities, LLC 27.07.2020

Help protect your future by planning today. Learn how you can prepare for #longtermcare.