Esteban Bastidas, Licensed Agent with New York Life Insurance Company

08/15/2026

We recently held our 2026 Mid-year Kick-off Business meeting, hosted by our Managing Partner, Craig Oki. It was fantastic to hear from the platform speaker, Braden Draggoo, Council President 2025, about his career journey.

08/10/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

08/04/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

07/28/2026

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

07/21/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

07/14/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

07/07/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

06/30/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/27/2026

I recently had the pleasure of qualifying for and attending an excellent conference for top producers from around the country. We heard from some outstanding panel discussions and speakers like Michael Phelps!

06/25/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.