Timothy L. Jaggi, Agent, New York Life

04/30/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

04/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
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04/27/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

04/23/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

04/20/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

04/16/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

04/13/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

04/10/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

04/07/2026

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

04/02/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

03/30/2026

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states — especially in the southern US.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states, a new analysis found.