09/07/2026
Last week, our team held a grand opening party for our friends, family, and clients at our new office location in Frisco. We had so much fun showing people our new work home and we had such an amazing time with a professional musician on the keyboard, fellow New York Life agent, William Muentes.
09/03/2026
If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.
Which Trust Type Saves Your Kids The Most Money?
If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.
08/31/2026
This past weekend, we had the honor of supporting the BEACON/FARO Conference in Richardson, Texas. These conferences bring together families, educators, professionals, and community agencies to share resources, build partnerships, and connect families with valuable services.
This was brought together by in collaboration with our colleagues in Partners Resource Network. We look forward to serving again in future events.
08/24/2026
Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.
A Financial Checklist for Your 50s
Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.
08/23/2026
Scenes from last night’s 40th Annual Gala for the North Texas Asian American Cultural Association. Good times.
The music definitely had that ‘90’s vibe to it.
08/22/2026
I’m happy to be a sponsor and vendor for the North Texas Asian American Cultural Association’s 40th Annual Gala tonight in Irving, Texas.
08/21/2026
I’m forever grateful to my Partner and teammates for always pushing the best of me for my family, clients, and colleagues. For the first time, I made Council (QC).
Here’s to aiming for another Council run this year.
08/19/2026
Unsure about the right time to invest?
Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.
See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C
A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.
08/16/2026
The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.
The FIRE Movement Has Changed
Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.
08/13/2026
There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4qczVyB
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.