Jamie Thom, Agent with New York Life

04/09/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

02/26/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

02/23/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

11/17/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

08/28/2025

Your future shouldn’t be left to chance. At New York Life we have special resources that help you build a personalized financial strategy—one that gives you clarity, confidence, and control over where life takes you. Because when you steer your own course, you can move toward the future you’ve always imagined. Let’s start mapping your clear path forward today.

07/08/2025

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure that your wishes are followed. Watch this video and reach out today so we can discuss estate planning strategies that are right for you.
https://bcove.video/3wz4BCq

07/04/2025

Wishing everyone a joyful and safe Independence Day! As we enjoy the fireworks, BBQs, and time with loved ones, let's remember the significance of this day and the liberty we cherish.

06/23/2025

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
https://bit.ly/4egL5wc

06/19/2025

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4kROlRc

06/10/2025

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

06/04/2025

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Take a look at this article for guidance on planning as a couple for the future.
https://bit.ly/43LAogm

05/31/2025

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU