Jane Thomas, Licensed Agent with New York Life

08/07/2025

The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for conflict resolution.

08/05/2025

Dollar cost averaging takes the emotion out of investing and can help you achieve a lower average purchase price over time.
https://nyl.co/3J2kOpR

08/04/2025

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

06/02/2025

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

05/29/2025

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/3StVOJD

04/17/2025

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and center, our Global Market Strategy team is updating their U.S. economic scenarios to reflect what they see as a decisive shift in risks. Learn more in this week's :
https://bit.ly/4jf10gb

04/14/2025

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 10% first year interest rate and 5% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

04/03/2025

Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.

03/28/2025

U.S. equity markets are experiencing a significant selloff, driven by policy uncertainty. Join the Global Market Strategists at New York Life Investments on Market Matters to understand the key drivers and how to navigate this volatility.
https://bit.ly/4iGysfa

02/17/2025

Watching your grandkids grow up is a grandparent's greatest joy, but being able to help them become who they want to be is one of the greatest gifts you can give. Learn how a 529 college savings plan and supplemental funding from a whole life insurance policy can help you give the next generation a gift they'll always cherish.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

02/17/2025

Here’s how to check the status of your tax refund.

Already submitted your tax return to the IRS? Here's how to find out when you should receive your refund.