Min-Chieh Ho, Financial Services Professional with Nylife Securities LLC

Min-Chieh Ho, Financial Services Professional with Nylife Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

Agent licensed to sell insurance through New York Life Insurance Company; Registered Representative offering securities products and services through NYLIFE Securities LLC. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategi

es. I am an Agent licensed to sell insurance through New York Life Insurance Company. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
2633 Camino Ramon, Ste 525, San Ramon, CA 94583. 925 866 4500

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0K77090, and office is located at 20480 Pacifica Dr, , Cupertino, CA95014.

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to...
06/04/2021

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to catch up about life, goals, and the future. Not sure where to start? These questions can help.

It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

The form of childcare you choose has tax implications. Factor these points into your decision-making.
02/19/2021

The form of childcare you choose has tax implications. Factor these points into your decision-making.

The expenses and tax complications that come with hiring a nanny were reason enough for me to take my son to day care instead.

While we all can agree 2020 has been a terrible year, let's talk about how you can rebuild and prepare for whatever come...
01/12/2021

While we all can agree 2020 has been a terrible year, let's talk about how you can rebuild and prepare for whatever comes next. Read this article and reach out when you're ready.

While whole life insurance is about protecting the people who rely on you, a recent study found that is can help protect your portfolio as well.

Yes, your individual taxpayer identification number does expire. It's a good idea to renew yours soon.
12/10/2020

Yes, your individual taxpayer identification number does expire. It's a good idea to renew yours soon.

Beat the rush and avoid refund delays by renewing your ITIN before the end of the year if it's about to expire.

Looking for a little more certainty with your money?Check out this very special guaranteed interest rate. It’s only avai...
11/24/2020

Looking for a little more certainty with your money?
Check out this very special guaranteed interest rate.
It’s only available for a limited time, so contact me today!

This   month the   created  . For each download of the free e-books, $1 will be donated to nonprofits that support griev...
11/20/2020

This month the created . For each download of the free e-books, $1 will be donated to nonprofits that support grieving children, including those affected by , up to $350,000.

Download the Golden Sweater story, and New York Life will make a donation to support bereavement programs. Follow Kai's Journey through grief and love.

FDIC...S**C...learn the details behind those letters to understand how your money is insured and why it's important to k...
11/17/2020

FDIC...S**C...learn the details behind those letters to understand how your money is insured and why it's important to know.

At a time when Americans’ savings are soaring, you need to know how your money is insured.

Delegating can mean accepting "good enough." It can also mean business growth. Here's how.
11/16/2020

Delegating can mean accepting "good enough." It can also mean business growth. Here's how.

If you could palm off just one hour of low-value tasks every working day for a year, you’d gain 236 hours, equivalent to 29.5 eight-hour working days that could be spent growing your business.

New York Life Chairman and CEO Ted Mathas recently appeared on Yahoo Finance to discuss the company’s response to   and ...
11/03/2020

New York Life Chairman and CEO Ted Mathas recently appeared on Yahoo Finance to discuss the company’s response to and the economic uncertainty of 2020. He highlighted how the combination of New York Life’s 175-year track record of successfully navigating challenging times and commitment to preparedness allows the company to be confident in its ability to remain well-positioned. He also emphasized the importance of remaining agile and humble. Watch the full broadcast here.

New York Life Chairman and CEO Ted Mathas joined Yahoo Finance’s “On the Move” on September 30, 2020 to discuss the company’s response to the COVID-19 pandemic as well as the year’s economic uncertainty.

Fraudsters take advantage of uncertainty and fear, and there's certainly plenty of both during this time of  . Here are ...
09/21/2020

Fraudsters take advantage of uncertainty and fear, and there's certainly plenty of both during this time of . Here are some steps you can take to help protect yourself from scams.

Online fraud comes in all shapes and sizes, but the common denominator is how it preys on fears and concerns to persuade people to click on a link, or send money, or information. In the COVID-19 pandemic, cyber criminals have found a multitude of fears to try to exploit, from health concerns to fina...

We’re excited to offer the next webinar in our educational speaker series, “The Power of Knowing”. Join us on September ...
09/18/2020

We’re excited to offer the next webinar in our educational speaker series, “The Power of Knowing”. Join us on September 23, 2020 at 4PM EDT to hear our featured speaker Ed Slott, CPA, share timely advice on cutting taxes both now and throughout your lifetime, as well as eliminating barriers to reaching your retirement dreams. To learn more about featured speaker Ed Slott, watch our video here. And register today! https://event.on24.com/wcc/r/2597628/1EDE13E1D685A977714C6EB5CB31168D?partnerref=0154219
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6185152131001

Address

20480 Pacifica Drive, #G
Cupertino, CA
95014

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