Raymond Hipolito, Agent With New York Life

Raymond Hipolito, Agent With New York Life We provide quality financial strategies, and offer insurance and financial products, and funding for employee benefits to businesses and individuals.

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.
03/06/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and...
03/04/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

You had me at life insurance.
02/25/2026

You had me at life insurance.

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn...
02/24/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

Life insurance is love insurance!
02/23/2026

Life insurance is love insurance!

Merry Christmas to everyone! As the year comes to an end, I hope that everyone had an amazing year throughout the ups an...
12/25/2025

Merry Christmas to everyone! As the year comes to an end, I hope that everyone had an amazing year throughout the ups and downs. Remember to say I love you to the ones you care about the most!

Cheers 🥂

As an advisor, you know how important employee retention is for your business owner clients. This guide from Robert Keeb...
12/22/2025

As an advisor, you know how important employee retention is for your business owner clients. This guide from Robert Keebler explores how thoughtful retention plans, from flexible work options to stock-based incentives, can help employers show their teams how much they’re valued, and how advisors like you can help clients use these creative tools to retain and reward their best people. https://bit.ly/4prCLxL

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

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/4aelEeO

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/493QDsN

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San Jose, CA
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