Resources
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
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Tax Library
Manage your taxes and prepare for the upcoming tax season.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
Manage your taxes and prepare for the upcoming tax season.
Karin Feldstein is the founder and principal of Persevere Wealth Strategies, a comprehensive wealth strategies firm. Karin works with a wide variety of clients, including business owners, executives, families and individuals. When Karin is working with a client, she takes the time to learn about their goals, concerns, and risk tolerance so that she can tailor a financial plan according to their needs.
Karin is a Financial Advisor with Eagle Strategies, LLC, as well as a New York Life Agent. She graduated from Syracuse University in 1991. Prior to being an advisor, she worked as a buyer for Bloomingdales and has raised three children.
Karin is a proud member of the Million Dollar Round Table since 2015. She has qualified for Executive, President's and Chairman's Council with New York Life since 2014. Karin is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Karin enjoys meeting with clients and speaking in front of groups to discuss various aspects of financial planning. She has spoken on topics such as retirement and estate planning, tax advantage strategies, charitable gifting and Long Term Care.
When Karin is not at work, she enjoys spending time with her children, traveling, playing tennis and running.
MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Neither Persevere Wealth Strategies, nor its staff, or New York Life Insurance Company, nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Karin Feldstein and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Karin Feldstein can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
NYLIFE Securities is a wholly-owned subsidiary of New York Life Insurance Company and serves as the registered broker-dealer for Persevere Wealth Strategies. NYLIFE Securities provides world-class brokerage services and an expansive offering of investment options.
Through Eagle Strategies, Karin Feldstein provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Karin Feldstein works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Persevere Wealth Strategies provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.
Here at Persevere Wealth Strategies, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.
All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.
The team at Persevere Wealth Strategies are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives. Some of the products we often use to serve the needs of our clients include:
Many people think that life insurance is only for people with families. While it’s true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession, or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out—or for someone who's starting over.
An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump sum into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that are guaranteed to last for as long as you need them to—even for the rest of your life.* Some of the different types of annuities are:
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.
Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.