Jonathan Pineda, Licensed Agent with New York Life

01/26/2018

6 Things You Need to Do if You're Retiring in 2018

Retiring in 2018? Ease the transition with these six tips.

This is it; 2018 is the year you retire. Before you leave the working world, there are a fey key moves to make first.

01/25/2018

Every financial success story starts with a good plan.

Creating a personal financial strategy takes planning. If you feel overwhelmed, please know you aren’t alone—and it’s never too late to start.

If you’re starting to think about retirement, our tools and resources can help form solid strategies to make the most of your earnings.

01/24/2018

You’ve built a legacy. Now make sure to protect it.

Life insurance can help protect your assets so you can pass on your legacy, rather than undue financial pressures, to the next generation.

Learn how life insurance can help protect your assets so you can pass on your legacy, rather than undue financial pressures, to the next generation.

06/26/2017

"Act as if it were impossible to fail." ~Chinese Proverb

06/19/2017

"You measure the size of the accomplishment by the obstacles you had to overcome to reach your goals." ~Booker T. Washington

06/12/2017

"Every failure will teach you something else about how to succeed." ~Brit Morin

06/05/2017

"Fear isn’t a bad thing; it’s a matter of learning what to do with it, and how to take action in the midst of it." ~Roz Savage

05/29/2017

"Champions do not become champions when they win the event, but in the hours, weeks, months and years they spend preparing for it. The victorious performance itself is merely the demonstration of their championship character." ~Alan Armstrong

05/22/2017

"Always be a first-rate version of yourself, instead of a second-rate version of somebody else." ~Judy Garland

05/15/2017

"You may encounter many defeats, but you must not be defeated." ~Maya Angelou

05/08/2017

"Nothing is impossible, the word itself says 'I'm Possible'!" ~Audrey Hepburn

05/01/2017

"Success is failure turned inside out. If you're afraid to fail, you'll never succeed." ~Dorothy Herman

04/28/2017

"The path in front of you is rarely a straight line. It’s full of bumps ... Embrace the bumps in the road." ~Ellen Bennett

04/28/2017

New Parents: 2 Crucial Money Moves To Make Within Your Baby's First Year

New parents: Make these crucial money moves by the time your baby is one.

New parents have many things to prepare for. Don't skip out on these two important financial steps to protect a valuable commodity -- your income.

04/25/2017

Estate and legacy planning

You're building a legacy, let's protect it.

Everyone has an estate. Learn how life insurance can help protect your assets, such as your home, bank account, and personal possessions.

04/24/2017

"A year from now, you will wish you started today." ~Karen Lamb

04/22/2017

Business owners.

Worried about payroll, vendors, keeping it all going? Let’s talk about smart ways to help your business.

Learn how insurance can protect your business and employees with a financial cushion that can provide stability and sustainability.

04/19/2017

Allowance: The best way to make kids smart about money

Smart tips to raise money-savvy kids.

For many parents, talking about money with their kids is hard. Experts say giving an allowance can teach fiscal responsibility that will stick with them.

04/17/2017

"A champion is afraid of losing. Everyone else is afraid of winning." ~Billie Jean King

04/13/2017

Family & Home: How to get the most value for all your family values.

How can you give your kids a good head start in life?

It pays to understand how different forms of insurance can help your family thrive financially. New York Life has a range of options to help ensure your money...

04/11/2017

Rick Barry is All About Consistency

163 years of consistently hitting dividends. Now that’s a cool trick. #GoodAtLife
http://nyl.co/2kVAM63

Rick Barry knows a thing or two about consistency from the free-throw line. Which is why for long term financial consistency, Rick goes with New York Life. Be...

04/10/2017

"Don’t cry over the past, it’s gone. Don’t stress about the future, it hasn’t arrived. Live in the present and make it beautiful."

04/10/2017

Creating a financial strategy doesn’t have to be scary.

Check out these proven & practical steps to get your finances under control.

While April is National Financial Literacy Monthy, any time's a good time to discuss managing your finances.

02/27/2017

"Motivation is what gets you started. Habit is what keeps you going." ~Jim Rohn

02/20/2017

"Leaders don't force people to follow, they invite them on a journey." ~Charles S. Lauer

02/17/2017

The willingness with which our young people are likely to serve shall be directly proportional to how they perceive veterans were treated and appreciated by their nation.
~George Washington

02/13/2017

"The bad news is time flies. The good news is you’re the pilot.” ~Michael Altshuler

02/11/2017

10 Golden Rules of Personal Finance Everyone Should Know

What golden rules of personal finance do you live by?

These 10 money truths will set you on the right path to financial enlightenment.

02/09/2017

More Parents Taking On Their Kids' College Debt

Are parents taking on student loan debt instead of saving for retirement?

A growing number of parents of children ages 17 and older say they’re repaying their children’s college debt, according to a new analysis by USC researchers...

02/07/2017

Questions and answers about reinvesting your 401(k)

How will you reinvest your 401(k)? #401KRollover

Learn the in and outs of rolling over a 401(k) plan.

02/06/2017

"Don’t let yesterday take up too much of today.” ~Will Rogers

02/03/2017

"One of the secrets of life is to make stepping stones out of stumbling blocks." ~Jack Penn

02/01/2017

Easy New Year's money resolutions that you won't break

Survey says: Long term planning is more important to Americans than New Year’s resolutions. Do you agree?

Now's the time of year when people will start plotting their financial resolutions for...

01/31/2017

How to Draw Up a Special Needs Trust for a Child With Disabilities

Here's one way to provide for your child, without risking their government benefits.

This estate planning tool can provide for people with disabilities without jeopardizing their government benefits.

01/30/2017

"Do something now that will make the person you'll be tomorrow proud to have been the person you are today."

01/27/2017

Caring for loved ones under unique circumstances

Protect the people you love with a special needs trust. Let’s discuss how.

Having a child with special needs can bring added challenges and unique joys to your life as well as complex financial and emotional concerns — for you, your child’s siblings, and guardians.

01/26/2017

Estate and legacy planning.

Estate planning is for everyone.

Learn how life insurance can help protect your assets so you can pass on your legacy, rather than undue financial pressures, to the next generation.

01/24/2017

Gen Y: Math of Early Saving

Just starting out? Putting away a small amount now can make a big difference later. Here's why.

Gen Yers should start saving for retirement early.

01/23/2017

"There are only two days in the year that nothing can be done. One is called yesterday and the other is called tomorrow. Today is the right day to love, believe, do and mostly live."
~Dalai Lama

01/21/2017

Smart Tax Tips for Newlyweds

Smart tax tips for newlyweds.

A few key moves after you've tied the knot can help you avoid tangles at tax...

01/20/2017

Your Employer's 401k Match is Not a Suggestion (or Maximum)

How to determine your 401(k) contribution goals.

If you're lucky, your employer offers a 401K match. The median & average 401K match is a paltry 3%, but it's not a suggestion (& certainly not a maximum).

01/18/2017

Engaged? 7 Financial To-Dos to Check Off Your List

Say "I do" to a smart financial future.

You’ve picked out the rings, maybe even the venue … things are rolling toward your Big Day. But don’t forget an important element of your new life together...

01/18/2017

14 New Year's Money Resolutions

Are any of these goals are your 2017 bucket list?

When my husband and I sat down to create a zero-sum budget for December, we did what we always do at the end of the year – we created a list of year-end...

01/09/2017

"Logic will get you from A to B. Imagination will take you everywhere."
~Albert Einstein