New York Life Brett Chilcott

New York Life Brett Chilcott I provide quality financial strategies, and offer insurance and financial products, and funding for employee benefits to businesses and individuals.

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,

or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

149 Stony Point Suite 200 Santa Rosa CA 95401
My California Insurance license number is 269303.

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
23/07/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gai...
22/07/2026

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business stock.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business tock.

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more f...
21/07/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Several methods can help you calculate how much life insurance you need to financially support loved ones
09/07/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death ben...
08/07/2026

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.

Universal life insurance offers lifelong coverage and flexible premiums. Find out how a universal life policy works now.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
07/07/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.
11/06/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
10/06/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

The article highlights how different withdrawal strategies may affect taxes during retirement.
09/06/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
04/06/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

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149 Stony Circle Suite 200
Santa Rosa
95401

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