Shane Valdez New York Life Insurance Agent

03/24/2026

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

03/19/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4d1Vrl9

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

03/09/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

03/02/2026

Five lessons to learn from the 2026 Winter Olympics for your career and finances.

These lessons from the Olympics can help with your career and finances.

02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/3ODw4vB

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.