Robert Jolly, Agent with New York Life

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/4fPgjLt

Need help creating a plan that works for real life? Reach out any time and let’s talk.

07/17/2025

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, there are surprising strategies that can make a real difference in how you manage your student debt. Check out these tips:
https://bit.ly/4nTaKPV

Need help figuring it all out? Let’s talk.

07/07/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

07/03/2025

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. https://bit.ly/4kM65gO

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology https://bit.ly/4kM65gO

07/02/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/46pQxLc

07/01/2025

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most of higher-for-longer interest rates.

The Fed has indicated that interest rates aren't coming down just yet. Here's how to make the most of where we stand.

06/30/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/46ixIcQ

06/28/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/3Tbny6a may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.