Timothy Lally, Registered Representative with Nylife Securities, LLC

09/08/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4gL6SgY

09/06/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

08/31/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

08/29/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/27/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/25/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4xRkrlW

08/23/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

08/21/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/45JrVeX

08/19/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/01/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.