Tue-Anh Mai, Financial Services Professional with Nylife Securities LLC

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San Jose, CA
Tue-Anh Mai, Financial Services Professional with Nylife Securities LLC

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Registered Representative at NYLIFE Securities LLC and New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company 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 529 plan , retirement 401(k) plan, IRA , managing costs for extended periods of care Long Term Care plan, and lifetime income strategies Annuity. I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC). Please contact me to help you fully analyze your needs and recommend appropriate solutions. (669)285-8188

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. 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.

550 S. Wi******er Blvd, STE 405
San Jose, CA 95128
My CA Insurance license number is 0M18265

10/30/2026

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4By7a4C

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/25/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

10/25/2026

Inflation isn't always dramatic, but its effects can add up over time. Even modest inflation may gradually reduce the purchasing power of your retirement income, making it more important to plan for both today's needs and tomorrow's expenses
A strategy that balances income needs and growth potential may help support financial security throughout retirement. Let's talk about how inflation could affect your plan and what steps may help preserve purchasing power over the long term.

10/25/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4zUbFEZ

10/25/2026

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/4z8lor3

10/25/2026

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

Address

550 S Wi******er Boulevard, Ste 405
San Jose, CA
95128

Telephone

+16692858188

Website

http://www.newyorklife.com/agent/amai

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