Wesley Harris, Agent with New York Life

Wesley Harris, Agent with New York Life Agent licensed to sell through New York Life Insurance Company Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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, retirement, managing costs for extended periods of care and lifetime income strategies. 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. I am not licensed in all jurisdictions. 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.

2633 Camino Ramon, Suite 525
San Ramon , CA 94583

My CA Insurance license number is 0k36869

When it comes to retirement, how do people really feel?  Do they want to retire early, later, or not at all? Find some i...
03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/40mTCG0
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can h...
03/20/2023

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

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

If you’re wondering what to do next if President Biden’s plan for student loan forgiveness does not move forward, here a...
03/16/2023

If you’re wondering what to do next if President Biden’s plan for student loan forgiveness does not move forward, here are a few repayment options to consider.

The Supreme Court is set to hear arguments related to Biden's student loan forgiveness plan next week. Here's what happens if it's blocked.

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedo...
03/10/2023

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedom. This learn what you can do to eliminate debt, and reach out for more tips on achieving financial security.

These 6 debt payoff strategies for millennials from New York Life are designed to help young people keep their head above water and avoid crippling debt.

There's no better way to spend   Month than with a little time spent boosting your financial literacy. Whether you want ...
03/06/2023

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

03/04/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3y9UaTc

Losing an hour of sleep to   can be annoying, but losing out on the benefits long-term insurance can provide can be bad ...
03/02/2023

Losing an hour of sleep to can be annoying, but losing out on the benefits long-term insurance can provide can be bad for your financial health. Learn how converting from term to whole life insurance can help you rest easier every day.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart stra...
02/27/2023

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf

Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and...
02/24/2023

Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and support. That's why I'm here. Read these tips to get started and reach out if you need more guidance.

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

Love is one of the main reasons why people buy life insurance. Whether you love your spouse or partner, your children or...
02/20/2023

Love is one of the main reasons why people buy life insurance. Whether you love your spouse or partner, your children or grandchildren, your parents or a favorite charity, life insurance is for anyone who loves.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact...
02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

This article answers your Social Security questions about whether working before filing can incur the earnings test, ful...
02/19/2023

This article answers your Social Security questions about whether working before filing can incur the earnings test, full retirement age for survivor’s benefits versus retirement benefits, and more about widow’s benefits.

Today's Social Security column addresses questions about the whether working before filing can incur the earnings test, full retirement age for survivor's benefits versus retirement benefits and more about widow's benefits.

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2633 Camino Ramon, Suite 525
San Ramon, CA
94583

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