Mary L. Stockton
Mary L. Stockton

CA Ins. Lic. # OB99183

What Concerns You Affects Me As Well

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, 8910 University Center Lane Suite 300, San Diego, CA 92122, 858-623-8600, 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 me for additional information or to schedule a meeting. Thank you for your interest.





Mary L. Stockton is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (Lic.#0B99183), Texas, Georgia, and Massachusetts. No insurance business may be conducted outside these states referenced.




Mary L. Stockton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, New York, and Massachusetts. No offers may be made or accepted from any resident outside the specific states referenced.







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Personal Folders

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

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