Lily Ann Hagerty, Agent with New York Life

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4uxMoxo

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4nU5uf6

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

04/28/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

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/4vzM8j8

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.

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/45pjwxD

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

01/14/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

01/13/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

01/13/2026

With more workers turning to a side hustle for financial security and career growth, here's why diversified income streams are becoming a core 2026 strategy.

With more workers turning to a side hustle for financial security and career growth, here’s why diversified income streams are becoming a core 2026 strategy.

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/4pkJaKS

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."

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/4sjt72O

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