06/08/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
Timothy L. Jaggi, Agent, New York Life
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.
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 Life Insurance Company, nor its agents, provide tax, legal,
06/08/2026
06/08/2026
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.
The Importance of Buy-Sell Agreements: Secure Your Business Future 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...
06/04/2026
The article highlights how different withdrawal strategies may affect taxes during retirement.
The 'Take That Uncle Sam' Tax Quiz: Are You Overpaying in Retirement? Test your retirement tax knowledge with our short quiz.
06/01/2026
Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.
The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.
I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.
Watch the series here:
https://bit.ly/4cSyoZx
05/28/2026
A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.
So what’s keeping cash-anxious college students up at night? National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.
05/26/2026
The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.
05/21/2026
How does New York Life Insurance Company manage the strength behind whole life insurance?
In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.
Read the Q&A with Craig Sabal here:
https://nyl.co/4uopoBo
A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.
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