Joe Tristan, Agent with New York Life

Joe Tristan, Agent with New York Life Agent Licensed to sell insurance through New York Life Insurance Company.

Leaders: Put people first in your business. Read on for ideas on how.
04/23/2021

Leaders: Put people first in your business. Read on for ideas on how.

Leaders must forego toughness and instead prioritize emotional intelligence and leading with their people in mind.

04/22/2021

"Our chief want in life, is somebody who shall make us do what we can." —Ralph Waldo Emerson. Sometimes it’s hard to see your own potential without someone's support. Who has inspired you as a mentor, friend, or personal hero?

Life is difficult, but it’s all about perseverance. When was a time you were knocked down and how did you respond?
04/21/2021

Life is difficult, but it’s all about perseverance. When was a time you were knocked down and how did you respond?

When will Veterans receive a third stimulus check? Read on.
04/17/2021

When will Veterans receive a third stimulus check? Read on.

The IRS is still reviewing data it received from the Department of Veterans Affairs that is needed to process third stimulus payments to certain veterans.

This should help you stay up-to-date on changes to Social Security.
04/16/2021

This should help you stay up-to-date on changes to Social Security.

Although it’s a slow-moving train, Social Security changes a little every year.

This out-of-the-box approach to estate planning might be just what you need.
04/15/2021

This out-of-the-box approach to estate planning might be just what you need.

The benefits of starting your own foundation extend far beyond tax savings: It can help preserve your family’s wealth and unity.

This challenge can help you freshen up your finances before summer.
04/14/2021

This challenge can help you freshen up your finances before summer.

Here are some small and manageable ways you can get a handle on your money and reach your financial goals this week

Describe a time you had an idea and put it into action.
04/08/2021

Describe a time you had an idea and put it into action.

04/07/2021

"Joy, rather than happiness, is the goal of life, for joy is the emotion which accompanies our fulfilling our natures as human beings. It is based on the experience of one's identity as a being of worth and dignity..." —Rollo May. What brings you joy?

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabil...
03/09/2021

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

Family takes love, and love takes action. Whether you're caring for your children, your children's children, or an adult...
03/05/2021

Family takes love, and love takes action. Whether you're caring for your children, your children's children, or an adult relative, learn how life insurance can ensure those you love are protected for a lifetime.

Life Insurance from New York Life offers protection at its core, but it can do so much more! Learn from our financial professionals what it has to offer you.

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New Braunfels, TX
78130

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