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Locality: San Dimas, California

Phone: +1 760-912-4055



Address: 140 Via Verde Suite 200 91773 San Dimas, CA, US

Likes: 54

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Lorena Garcia 25.02.2021

Once you reach retirement, your taxes can change. That’s why it’s important to have all the information you need. This article can help you start preparing.

Lorena Garcia 23.02.2021

We think life Insurance is a great way to protect your loved ones. But don’t take our word for it. Learn more about the ins and outs of life insurance through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. Visit www.lifehappens.org.

Lorena Garcia 06.02.2021

Join us Tues., 2/16, 3 pm EST https://lnkd.in/gVbiwnm or 5 pm PST https://lnkd.in/gUmCcX5 for a closer look at becoming a financial specialist, and why a career with New York Life can make all the difference for financial professionals serving the Korean American community.

Lorena Garcia 24.01.2021

As a life insurance company, we think it’s very important to consider covering the ones you love from the unexpected. That’s why we partner with Life Happens, a nonprofit that raises awareness and encourages people to take personal responsibility through the ownership of life insurance and related products. To learn more, visit www.lifehappens.org.

Lorena Garcia 09.11.2020

In times like these, it can be hard to save for the future. Want some guidance? Read this article to learn how even saving a small amount early on can help a lot, and then let's talk. Together, we'll come up with a strategy that works.

Lorena Garcia 30.10.2020

During times like these, worrying about your finances may be normal, but it doesn't make it any less stressful. Here are 5 proactive steps you can take to help you cope.

Lorena Garcia 25.10.2020

Setting financial goals is important but it can be intimidating, especially when you’re thinking about things like college and retirement. I can help you set a budget, save and prepare for your financial future. It all starts with a conversation. Reach out to me, and we’ll talk about your goals.

Lorena Garcia 09.10.2020

Ask yourself these questions before you turn down that client.

Lorena Garcia 22.09.2020

In between strolling through open houses whether virtual or real read up on the 30/30/3 home-buying rule.

Lorena Garcia 02.09.2020

For many young adults, the idea of going back to school is a common one. Whether you're newly married or even new parents, there may be no better time than now to do it. But is it worth it? This article can help you decide.

Lorena Garcia 15.08.2020

The new per diem numbers are here. Note on calendar: They take effect on Oct. 1.

Lorena Garcia 28.07.2020

Benefits can protect your employees and give them peace of mind. In what other ways do you reward your employees? Let me know below.

Lorena Garcia 20.07.2020

Due to COVID-19, many people are starting to think more about life insurance. For many young families, term life may be the best, most affordable way to get started. If you have any questions, please feel free to reach out. I'm available any time.

Lorena Garcia 16.07.2020

With some smart planning, we can protect what you’ve worked hard to build.

Lorena Garcia 01.07.2020

Becoming parents is a new beginning, not just for your personal life, but for your professional life as well. With COVID-19 causing many parents to consider a stay-at-home role, these tips can help make the transition easier for you and your spouse.

Lorena Garcia 24.06.2020

The effects of COVID-19 have forced many small business owners to reevaluate the financial protection of their employees and their business. Learn how New York Life small business solutions can help.

Lorena Garcia 10.06.2020

Nowadays, almost everyone is dealing with debt in one form or another. The hard part is paying it off while not letting it jeopardize your potential for financial growth. Read these tips to help you manage your debt while building for the future.