The Timmermann Group

09/30/2026

Employer-provided life insurance can be a valuable benefit—but it may not cover everything you need.

Personal coverage can provide additional flexibility and protection that isn’t tied solely to your job.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4xXpUr8
If this sounds like you, or someone you know, send me a message and let's talk.

09/27/2026

When it comes to life insurance, starting earlier can matter.

Age and health are among the factors that can affect eligibility and premiums, which makes exploring your options while you’re younger and healthier worth considering.

09/25/2026

Retirement readiness is about more than a number—it’s about preparing for the life you want to live.

Taking time to define your goals and review your strategy can help you stay focused as retirement approaches.

09/23/2026

Life insurance is about more than replacing income. It’s about helping protect the people you love and the plans you’ve made together.

09/21/2026

The future is shaped by the choices we make along the way.

Thoughtful decisions today can help keep what matters most at the center of tomorrow.

09/19/2026

When was the last time you reviewed your beneficiaries?

Marriage, divorce, a new child, or other life changes are good reminders to make sure your beneficiary designations still reflect your wishes.

09/16/2026

Estate planning is about more than documents—it’s about making your wishes known and helping the people you care about understand what matters to you.

A thoughtful plan can help organize your wishes, prepare for the unexpected, and create greater clarity for your loved ones.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/13/2026

Happy Grandparents Day! ❤️

A legacy is more than what you leave behind. It’s the stories, values, traditions, and memories you pass along to the generations that follow.