Tara Coffman, Agent with New York Life & Registered Representative

Tara Coffman, Agent with New York Life & Registered Representative As a wife and mother of two I am deeply rooted in family. I listen, learns about your goals, and create personalized solutions.

Agent licensed to sell insurance through New York Life Insurance Company and Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency My work with New York Life expands on this principal and lets me help others take care of their family. I wok with people of all ages and stages of life to protect their loved ones, plan for the fut

ure, and build generational wealth. Contact me today to start the conversation. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. New York Life
1963 State Rt 34
Bldg B, Suite 201
Wall, NJ 07719

We’re approaching the midpoint of the year, which can be a great time for a simple financial reset.Reviewing things like...
06/08/2026

We’re approaching the midpoint of the year, which can be a great time for a simple financial reset.

Reviewing things like emergency savings, coverage, spending habits, and long-term goals can help create more awareness and clarity moving forward. Small check-ins throughout the year can often feel more manageable than waiting until the end of the year.

Want help thinking through what areas may be worth revisiting? Feel free to send me a DM.

National Homeownership Month is often associated with mortgages, renovations, and home goals, but it can also be a good ...
06/05/2026

National Homeownership Month is often associated with mortgages, renovations, and home goals, but it can also be a good reminder to review the broader responsibilities that come with protecting a household.

As life changes, it may be helpful to revisit whether your current protection strategies still align with your family, responsibilities, and priorities.

If you’d like to talk through what reviewing that could look like, give me a call at (732) 456-8680.

June is National Annuity Awareness Month, which makes it a good time to learn more about the different tools people may ...
06/03/2026

June is National Annuity Awareness Month, which makes it a good time to learn more about the different tools people may consider when thinking about retirement income.

Annuities can be one option for some individuals, but they are not one-size-fits-all. Understanding features, costs, limitations, and suitability is an important part of making informed decisions.

Education and awareness can help create greater confidence over time.

Questions about retirement income planning? You’re always welcome to email me at [email protected].

A new month can be a good opportunity to pause and revisit financial priorities. Life changes quickly, and sometimes imp...
06/01/2026

A new month can be a good opportunity to pause and revisit financial priorities. Life changes quickly, and sometimes important details like beneficiary information, savings goals, retirement planning, or protection strategies can get pushed to the side.
A simple midyear check-in can help make sure things still reflect your current season of life and the goals that matter most to you.

If you’ve been meaning to revisit things but aren’t sure where to start, feel free to send me a DM.

What a beautiful day for a baseball game and a great cause- Stitch & Pitch . Happy to support as they work to donate di...
05/31/2026

What a beautiful day for a baseball game and a great cause- Stitch & Pitch . Happy to support as they work to donate dish soap and homemade dishcloths to local food pantries. Since I don’t crochet I brought my cross stitch the game instead. Follow Each Stitch Counts and see how you can contribute to this worthy cause.

Planning is not only about finances. It can also be about communication, preparation, and helping the people you care ab...
05/29/2026

Planning is not only about finances. It can also be about communication, preparation, and helping the people you care about feel supported.

Planning can be one of the most meaningful ways to support the people around you.

What does being prepared mean to you?

If you’d like help exploring that, feel free to send me a message.

Some financial topics are easier to manage when discussed early. Talking through responsibilities, priorities, and impor...
05/27/2026

Some financial topics are easier to manage when discussed early. Talking through responsibilities, priorities, and important documents can help families feel more prepared.

Some of the most important planning starts with simple conversations.

Have you had any important planning conversations with family lately?

If you’re not sure where to start, feel free to reach out.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Memorial Day is a time to pause and remember the heroes who gave their lives in service to our country.Their sacrifice i...
05/25/2026

Memorial Day is a time to pause and remember the heroes who gave their lives in service to our country.

Their sacrifice is the reason we are able to enjoy the freedoms we often take for granted.

As you enjoy the day, take a moment to reflect and honor those who made those moments possible.

For someone starting a first job, it may be helpful to review a few basics: income, monthly expenses, emergency savings,...
05/22/2026

For someone starting a first job, it may be helpful to review a few basics: income, monthly expenses, emergency savings, and available employee benefits.

Starting something new is a great time to build awareness and good habits.

What would you add to the list?

If you or someone you know is navigating this stage, feel free to reach out.

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1963 NJ-34 Bldg B, Suite 201
Lakewood, NJ
07719

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