John R. Calpena, Financial Services Professional with Nylife Securities LLC

John R. Calpena, Financial Services Professional with Nylife Securities LLC 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.

8000 IH10 West
Suit 800
San Antonio TX 78230
757-951-7123

Neither New York Life Insurance Company, nor it's 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. Registered branch address:
335 East Sonterra Blvd
Suite 210
San Antonio, TX 78258

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.
01/04/2023

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

This article explores customer retention vs. customer acquisition and how knowing the difference can help you make smart...
01/03/2023

This article explores customer retention vs. customer acquisition and how knowing the difference can help you make smarter and more accurate investments for your business.

Overall, knowing each customers' worth to your business can help you make smarter, accurate investments.

When you think about your company’s financial sustainability, your bottom line is only part of that picture. Here are fi...
01/02/2023

When you think about your company’s financial sustainability, your bottom line is only part of that picture. Here are five other areas you need to consider.

The last few years have been rocky for the economy and businesses, to say the least. The unprecedented effects of the COVID-19 pandemic, shifts in work, rising inflation, a looming...

Take these financial steps before starting a business during retirement.
12/31/2022

Take these financial steps before starting a business during retirement.

Just because you’ve got that big pile of cash staring at you doesn’t mean you should use it to fund your side business. Here are some ideas to think about first before tapping into your retirement funds, including one so obvious you may be disregarding it.

ThinkAdvisor presents statistics on just how committed Americans are to preparing for retirement despite economic uncert...
12/30/2022

ThinkAdvisor presents statistics on just how committed Americans are to preparing for retirement despite economic uncertainty.

While worrying stats on retirement preparedness make headlines, there's also plenty of good news to celebrate.

This article explores the expanded child tax credit and its potential effect on the U.S. economy.
12/30/2022

This article explores the expanded child tax credit and its potential effect on the U.S. economy.

Martin A. Sullivan analyzes the child tax credit in the Tax Cuts and Jobs Act and the American Rescue Plan Act’s expansion of it, and he explores how extending the credit could affect poverty and the economy.

A study by AARP found 42% of retirees in the U.S. are working in retirement or plan to do so. Take a look at some of the...
12/29/2022

A study by AARP found 42% of retirees in the U.S. are working in retirement or plan to do so. Take a look at some of the reasons driving this trend and things to consider when making the decision to work longer.

The best approach is to have a retirement strategy so you can work if you want to, but you don't have to.

For many, watching holiday movies over and over is a season tradition. For others, it’s like sticking their tongue to a ...
12/29/2022

For many, watching holiday movies over and over is a season tradition. For others, it’s like sticking their tongue to a flagpole. No matter what side of the aisle you're on, here are 5 life lessons we can take from George Bailey in "It's a Wonderful Life".

If you’ve seen the classic holiday movie “It’s a Wonderful Life,” you know that it’s packed with life lessons. If you haven’t seen it, we recommend grabbing the popcorn and your loved ones Here's 5 things that George Bailey learns in It’s a Wonderful Life.

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have im...
12/29/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

Student loan debt and the housing crisis make it harder for Millennials to save for retirement, but here are ways you ca...
12/29/2022

Student loan debt and the housing crisis make it harder for Millennials to save for retirement, but here are ways you can navigate those obstacles to ensure you have an adequate nest egg.

Wages had been stagnating for 30 years since the early 1970s by the time the oldest millennials started trickling into the workforce at the turn of the 21st century. Since the late 1970s, productivity...

Many signs are pointing to the recent bear market rally running out of steam, so when will it roar again? Find out in th...
12/26/2022

Many signs are pointing to the recent bear market rally running out of steam, so when will it roar again? Find out in this article.

Many signs are pointing to the recent bear market rally running out of steam. Thus, investors are watching closely for signs of the next catalyst to send stocks lower once...

Savings and checking accounts both serve different purposes. Consider these pros and cons for both before you decide whi...
12/23/2022

Savings and checking accounts both serve different purposes. Consider these pros and cons for both before you decide which is right for you.

Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

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San Antonio, TX
78230

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+17579517123

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