Jacob Hauge, Agent with New York Life

Jacob Hauge, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/3Q9Cpj5

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/40sj52w

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4shkAwy

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article fr...
02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4rj3M8h

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 mon...
01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/4sRs3mL

Want to talk about building a savings approach that actually fits your life? Let's connect.

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/4qvzKx2

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4q8FdJW

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

If you could not attend the 2025 Advisor Symposium, I invite you to watch the program replay – the discussions around tr...
12/12/2025

If you could not attend the 2025 Advisor Symposium, I invite you to watch the program replay – the discussions around trust planning for business owners, bridging business and estate planning, and retirement asset strategies are packed with practical insights we can use right away. Hats off to Jeff Chadwick, Patricia Annino, Christopher Hoyt, and Allen Hensley for making complex topics both engaging and relevant. It’s a great resource for any advisor who wants to stay sharp in today’s changing planning environment. Watch the full program here - https://bit.ly/3XUhKQO

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial ...
12/11/2025

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial strategy. Whether tackling RMDs from traditional accounts or considering Roth conversions, taking a holistic approach will help to minimize tax liabilities, strategize timing for withdrawals, and preserve wealth for the next generation. Read this article to learn more about effective RMD strategies and how we can partner to strengthen our client relationships. https://bit.ly/4pwBKoG

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their ...
12/10/2025

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/3MQTE76

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4afAotZ
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

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Idaho Falls, ID
83401

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+12082064561

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