Philip Jupp, Financial Services Professional with Nylife Securities LLC

11/02/2026

Don't let the rising cost of a college education deter you from achieving your education funding goals. Having a plan helps. Talk to your advisor to get started. https://bit.ly/3Ux26gc

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4jMPhZq

If you have questions about your own beneficiary choices, send me a message.

10/26/2026

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- and short-term goals.
https://bit.ly/4iejz4M

10/23/2026

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.

This infographic breaks down five ways to take advantage of tax deferral, from maximizing retirement contributions to leveraging HSAs and annuities.

It’s a quick, visual look at how small adjustments can help you keep more of your hard-earned money working for you.

View the infographic: Tax-Deferred Investing – Five Smart Strategies to Boost Your Savings
https://bit.ly/4zTMq5O

10/21/2026

Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
https://bit.ly/4i9nm3h

10/20/2026

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
https://bit.ly/47wOuV3

10/19/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

10/16/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

10/16/2026

As your retirement years draw closer, you may want to consider ways to pursue your personal interests as a second act career.