Thuha 'Thu' Le

Thuha 'Thu' Le Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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 strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

888 San Clemente Dr
Suite 250
Newport Beach, CA 92660
Office: 714-423-5081
Text: 657-300-5665

CA License

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/28/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/27/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4xswR46

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncerta...
08/26/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/24/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
08/23/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
08/23/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/21/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/20/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/19/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
08/19/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4hIU0dE

Address

888 San Clemente Drive Suite 250
Newport Beach, CA
92660

Telephone

+17144235081

Website

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