Shane Valdez New York Life Insurance Agent

09/08/2025

It’s hard to believe—but more than 100 million U.S. families don’t have the financial protection they need.¹ At New York Life, we have the tools and resources to help you create a clear, personalized strategy so you can move forward with confidence and security—prepared for whatever’s next. Let’s make sure your family is ready for the unexpected and set up for the life you imagine.

¹MoneyGeek, Life Insurance Statistics, 2024
https://bit.ly/45VfBJB

09/04/2025

Your future shouldn’t be left to chance. At New York Life we have special resources that help you build a personalized financial strategy—one that gives you clarity, confidence, and control over where life takes you. Because when you steer your own course, you can move toward the future you’ve always imagined. Let’s start mapping your clear path forward today.

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

08/26/2025

3 in 10 “HENRYs” don’t feel confident they’ll have enough money to retire, according to a new NerdWallet survey.

Three in 10 “HENRYs” don’t feel confident they’ll have enough money to retire, according to a new NerdWallet survey.

08/25/2025

Learn about the reasons for the 529 plan blind spot and what it means?

It's no secret that raising kids is a major financial commitment. Among the more common financial concerns parents have is the ability to help fund a child's education. The cost of higher education has skyrocketed over the last two decades, leaving many feeling unable to predict how much they need t...

08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/45N19Sq

Need help creating a plan that works for real life? Reach out any time and let’s talk.

08/19/2025

Waiting until tax filing season could mean paying more taxes than required. Learn more about 7 key steps you can take to save you money at tax time.

08/18/2025

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement is essential. Let’s talk about your retirement goals and how annuities can provide guaranteed income for essential expenses.

08/13/2025

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

08/04/2025

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

07/31/2025

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/4fbZ3je