Timothy L. Jaggi, Agent, New York Life

02/09/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

02/05/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

02/02/2026

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strategies to help overcome them

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to overcome them.

01/29/2026

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing boundaries and taking extreme measures to build a legacy.

You don't have to go to these extremes, but you do have to make sacrifices to save.

01/26/2026

If the thought of tax season coming and possibly undergoing an IRS audit fills you with anxiety, you’re not alone. The fact is that audit anxiety is real. Here’s how you can help lessen the stress.

Tax audit anxiety can feel like a wild beast. Here’s how you can help tame it.

01/26/2026

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

01/20/2026

Life is unpredictable—your finances don’t have to be. As part of my practice, I offer a complimentary session where we use New York Life’s proprietary tools and 180 years of experience to create your financial story. We can work together to help you feel confident no matter what the future brings. Together, we’ll uncover opportunities, identify gaps, and prepare for the unexpected—so you can stay on track through it all.

01/15/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/49FhSZM

01/15/2026

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances are split among generations. November is National Family Caregivers Month, a time to recognize individuals who give their time, energy, and money to support family members. If you can relate, let’s talk about solutions that can help secure your financial future.

01/09/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.