Agent licensed to sell insurance through New York Life Insurance Company.
03/11/2023
Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf
03/10/2023
Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.
Whole Life vs Universal Life Insurance | New York Life Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.
03/09/2023
New data shows student loan borrowers are falling behind on repaying other debts. Here’s what struggling borrowers can do to get ahead.
Even With Payments Paused, Student Loan Borrowers Struggle - NerdWallet More student loan borrowers are already struggling with other bills, but Biden’s forgiveness plan could help, a new study found.
03/08/2023
Paying for college can be hard for many young families no matter what state the economy is in. If you're looking for a little help, read these strategies and let's talk.
How to Pay for College | New York Life Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.
03/07/2023
Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.
What You Need To Know About Annuities And Interest Rates The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.
03/06/2023
This article explores how you can set financial boundaries to help you achieve your financial goals.
6 Ways to Set Financial Boundaries - NerdWallet Setting money boundaries can be uncomfortable, but it's an empowering skill that can help protect yourself, your relationships and finances.
03/05/2023
According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.
Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.
03/04/2023
According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.
Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.
03/03/2023
While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf
03/02/2023
There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.
Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!
03/01/2023
With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf
03/01/2023
Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and support. That's why I'm here. Read these tips to get started and reach out if you need more guidance.
Managing Family Finances | New York Life New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.