Cathy Tiet, Licensed Agent with New York Life Insurance Company

10/17/2026

We are so fortunate at New York Life to have great people behind the scenes who help us help our clients every day. I especially want to thank our Development Manager, Tai Phuong, for all he does for the East Bay General Office!

10/08/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

10/06/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

10/03/2026

We are very excited to have a new Managing Partner, Alvin Barnett, who comes to us from the Silicon Valley area. Looking forward to great things as we finish 2026, and beyond!

10/01/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

09/29/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/24/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

09/22/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/19/2026

Wow! I recently attended an excellent meeting for the national gathering of qualifying Executive Council Agents and Advisors. We listened to some outstanding speakers and panel discussions on concepts and ideas to share with our clients.

09/17/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.