Roseann Estrada Financial Advisor with Estrada Financial, LLC

09/01/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4gCRhQI

08/31/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

08/22/2026

🎉 Congratulations to Our Founder, Roseann Estrada, RICP®, CLU®! 🎉

We are incredibly proud to celebrate Roseann Estrada on achieving President’s Council with New York Life!

This recognition represents far more than an achievement—it reflects years of dedication, hard work, leadership, and an unwavering commitment to helping individuals, families, and business owners build stronger financial futures.

As the Founder of Estrada Financial, Roseann has built her practice around something simple but meaningful: putting people first, building lasting relationships, and always doing what is right for the client.

Please join us in congratulating Roseann on this well-deserved honor and an incredible milestone! 🥂

Congratulations, Roseann! We are so proud of you!

08/17/2026

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

08/14/2026

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

08/13/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

08/12/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4hpwTod

08/11/2026

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.

08/01/2026

Happy Birthday to our Scheduling & Client Care Coordinator, Eunice. We are so grateful you are part of our team. 

07/10/2026

Nearly half of parents of children under 18 (45%) say they’ll likely have to rely on credit to manage some of their expenses this month, according to NerdWallet’s new Financial Resilience Index.