Esteban Bastidas, Licensed Agent with New York Life Insurance Company

10/13/2026

A 529 plan offers a tax-advantaged way to save for future education costs. Reach out to me today and let me show you how these versatile plans can help give your child or grandchild a brighter future.

10/06/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/29/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/24/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

09/21/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

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.