Sharon Lin, Agent with New York Life
Nearby finance companies
Camino Ramon, San Jose
New York Life Company
Camino Ramon
Camino Ramon
Oakland 94612
94583
Camino Ramon
Camino Ramon
Camino Ramon
Camino Ramon, San Jose
2633 Camino Ramon, Ste 525
To help educate individuals on the importance of life insurance and financial strategies. I am not licensed in all jurisdictions.
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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Lif
Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at:
https://bit.ly/3XPOvzm
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.
Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a moment to reflect on what truly matters and reach out. I can help ensure your loved ones are protected, no matter the season.
Small businesses are so important in our communities. Got a chance to visit with Nadia Tarlow, owner of Get Fit Marin. Cheers to health and fitness!
Even with rate cuts, indicators show a deteriorating economic outlook, according to BCA Research.
Rate cuts won't prevent a recession and the economy is deteriorating 'quite rapidly,' investment strategist says A recession is coming even with rate cuts indicators show a deteriorating economic outlook, according to BCA Research.
U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation. For the team’s best ideas, visit: https://bit.ly/3ZjBQFR
Wow! What a great meeting I attended in Nashville this week for the national gathering of Executive Council qualifying agents. It was a wonderful opportunity to meet people from around the country and listen to outstanding speakers.
What’s the true cost of pet ownership? Here’s how much you should expect to pay when adopting a new furry friend.
Pet Ownership: What It Really Costs to Own a Dog or Cat What's the true cost of pet ownership? Here's how much you should expect to pay when adopting a new furry friend.
I recently had the honor of attending the 2024 Council Qualifier dinner for our East Bay General Office. It was a lovely time hosted by our Managing Partner, Robert D'Cruz, and a great opportunity to spend quality time with some of my peers. Looking forward to council year 2025!
Applying these simple brain hacks to your daily work and career strategy can help you stand out, make your mark, and expand your personal brand. Cognitive biases underscore the importance of first impressions in getting noticed.
7 Simple Brain Hacks To Expand Your Career Success Put your brain to work so you can easily increase your career success and grow your personal brand.
Summer fun may be priceless for kids, but it’s increasingly costly for their parents. Some go into debt to pay off a summer; others adjust their work hours, scramble to find care, or have to deal with their children feeling left behind by peers headed to pricey summer programs.
Summer vacation is only getting more expensive for parents, with some spending thousands of dollars on camp: It's 'highway robbery' Parents told BI that they're spending thousands to send their kids to camp or other summer care.
Summer is here, and it's the perfect time to enjoy the sunshine without burning through your savings. Need personalized advice on managing your summer expenses? Reach out for guidance, and let’s ensure your finances stay as bright as these sunny days.
https://yhoo.it/4ciBwKr
As you enjoy the warm summer days, remember that planning for the future is just as important as savoring the present. Let’s work together on building a strategy that ensures your future is made in the shade. Reach out and let's talk.
I am honored to have qualified for New York Life's Executive Council for 2024. Looking forward to seeing my peers from around the country at our annual meeting this month!
Supporting aging parents and raising your own family can stretch your resources thin. It's okay to seek help. As a financial professional, I can provide you with strategies that help ease your financial burden, while ensuring both your family's current needs and future security are met. Reach out and let's start on a strategy today.
It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments lays out a framework for thinking about election risk in the second half.
We recently had the pleasure of attending the 2024 Mid-Year Kickoff business meeting where we heard from excellent speakers on key educational topics, and celebrated accomplishments of our peers. Looking forward to a strong second half of the year!
The summer season is filled with tough decisions—where to vacation, which swimsuit to buy, how to get the kids to play outside. However, if you have loved ones who depend on you, knowing which life insurance to get doesn't have to be one of them. Reach out, and I can provide you with the best options based on your family's needs and budget.
As a parent, one of the greatest gifts you can give yourself—and your family—is the assurance of a secure retirement. That's why it's important to plan ahead to ensure financial stability during your non-working years. This Parents' Day, give your future self a pat on the back by reaching out and letting me help you build the retirement you deserve.
When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.
Retirement Planning Checklist | Bankrate Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.
Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4bEcRj5
As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entrepreneurship dreams.
Gen Z Looking to Trade Schools to Kickstart Entrepreneurship
I'm so proud to be part of New York Life. In 2023, New York Life volunteers recorded over 200,000 hours of volunteer service, resulting in $2.9 million in volunteer grants and incentive funding. Additionally, we've raised over $6.12 million for charitable organizations so far this year. Click the link to learn more about how we're working to build a stronger, more compassionate future for everyone.
What’s New York Life’s approach to managing social and environmental impacts? Find out here. Learn more about New York Life's 2023 Corporate Social Responsibility Report.
Small businesses are so important in our communities. I recently got the chance to do a REMS scan with Premier Skeletal Imaging when they were in Marin county. Good bone health is the key to longevity!
Don't let debt prevent your family from achieving its goals. Having a solid financial strategy can not only help you pay off debt faster, but it can help you be more financially prepared for the important things in life. Need help? Reach out, and together we'll come up with a strategy that works.
Married Life - Plan For Life After The Wedding | New York Life Are you prepared for the next big life moves following your wedding? Discover how you can plan ahead for married life today with help from New York Life.
Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/4eqxjH1
For dads, some decisions are easy—like deciding between charcoal or gas. However, when it comes to making important financial decisions, having a trusted partner you can talk to can ensure your goals don't go up in smoke. Reach out and together we'll come up with a financial strategy.
Learn how whole life insurance can help build lifelong security for those you love, while also building cash value that can be passed on, generation after generation. Reach out, and let's start securing your family's financial future today.
What is Whole Life Insurance? | New York Life Wondering what is whole life insurance and why do you need it? New York Life tells you everything you need to know.
The time is now to prepare for retirement
We all dream of a fulfilling retirement – relaxing, pursuing passions, and spending more time with the ones we love. It’s all too easy to put off planning for it. However, the sooner you start, the better off you’ll be. As a New York Life agent, I have the tools and resources to help you do just that. The time is now to build on the promises you made and get on the right track toward that retirement. Please reach out and let’s connect. Working together, we can do this.
Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.
Should I Pay Off Debt or Invest? | New York Life Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.
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2633 Camino Ramon
San Ramon, CA
94583
3001 Bishop Drive
San Ramon, CA94583
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New York Life Company
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Agent licensed to sell insurance through New York Life Insurance Company.
2633 Camino Ramon, Suite #525
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Agent licensed to sell insurance through New York Life Insurance Company.
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Agent licensed to sell insurance through New York Life Insurance Company.