Neil Rogo, Agent with New York Life

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

You’ll spend 20, 30, maybe even 40+ years saving for retirement.

But once you retire, the rules change.

Hitting your savings goal is one thing. Making it last is another.

Market drops, taxes, and unexpected expenses can shrink your income fast.

Do you have a plan to protect it?

Call me to start building your retirement income strategy: (727) 222-9167

Would you leave your wallet at your ex’s house?

Then why are you leaving your old 401(k) at your previous employer!

Consolidating your 401(k)s into a single, well-managed account puts you in control. It’s an easy way to simplify your retirement strategy, reduce complexity, and avoid unnecessary fees.

Want to get your wallet(s) back? Reach Out To (727) 222-9167

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

We’re honored to be recognized on the .org Best Annuity Companies List for August 2025 as the most trusted annuity provider, ranked by consumers. This achievement reflects New York Life’s 180-year legacy of longevity, financial strength and stability and our commitment to delivering best-in-class annuity solutions, unmatched support and seamless service experiences to our clients. Read the details here http://bit.ly/4fDqAKE

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement is essential. Let’s talk about your retirement goals and how annuities can provide guaranteed income for essential expenses.

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

Much Older Than Your Spouse? Your Social Security Decision Isn't About You