Timothy L. Jaggi, Agent, New York Life

09/02/2025

How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?

08/29/2025

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.

08/25/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3HO1uwh to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

08/22/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4lEMiQ0 may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

08/18/2025

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

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. http://bit.ly/3I1dJFw

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology http://bit.ly/3Ga4LVZ

08/15/2025

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.

08/13/2025

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

08/11/2025

At , we know the importance of milestones. Through our partnership with , we’re celebrating fans’ First Game with a commemorative certificate and the chance to win a trip to the 2025 World Series. Visit www.mlb.com/myfirstgame

08/07/2025

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

08/04/2025

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

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/4obaDzv