John Herrera Agency Development Manager

06/12/2025

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but realizing what it's going to cost to get them there can be a scary thought. From ESAs to work-study jobs, learn some of the long and short-term ways you can make paying for their education a reality.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

06/10/2025

Saving for retirement while saving for your child's education isn't impossible—it just may take a little creativity. For instance, did you know you can use Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts to help pay for college? Click here for more tips and reach out if you want to chat.

Learn more about the best ways to save for your child's college education while also meeting your retirement goals.

06/08/2025

Here are some valuable tips for first-time Medicare enrollees.

Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers.

06/06/2025

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

06/04/2025

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/43sQ9d3

06/02/2025

The summer season is filled with big decisions—where to travel, what AC to buy, how to get the kids to play outside. However, if you have loved ones who depend on you, life insurance shouldn't be one of them. Reach out to me and let’s talk.

06/02/2025

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

05/31/2025

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/4dC2rmI

05/29/2025

Here are three tried-and-true ways to turn middle-class earnings into generational wealth.

With the right strategies, you can turn today's income into tomorrow's lasting wealth. Here are three ways to start building that legacy.

05/29/2025

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

05/27/2025

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/3Z2rjOy