07/22/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
Financial Adviser at Eagle Strategies LLC helping families and business owners develop a sound financial strategy. Bldg. I am not licensed in all jurisdictions.
I offer a variety of products that can help you meet a number of financial and insurance needs, including, but not limited to retirement & investment planning, college funding and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LL
07/22/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
07/21/2026
Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/3RwggfQ
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.
07/20/2026
According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.
Grandparents are using 529 plans to help grandkids pay for college — and one rule change made it easier The little-known update is assisting families in making the right plans for college, and helping savings go further.
Is something missing from your financial strategy? Add protection, stability, and peace of mind to yours with a whole life policy, an unexpected financial asset with tax advantages that complement and support other investments in your portfolio.
Learn more.
https://nyl.co/4aWwDZP
07/15/2026
While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't understand its full potential as an asset within a larger portfolio. Get Whole Life's whole picture in this article. https://bit.ly/3RzYTeg
07/13/2026
Dollar cost averaging takes the emotion out of investing and can help you achieve a lower average purchase price over time.
https://nyl.co/4vwQDK3
07/13/2026
Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.38% actual yield) as you strategically enter the market.
Dollar Cost Averaging with Variable Universal Life | New York Life Learn about dollar cost averaging and how this investment option can work to your advantage in your universal life insurance policy.
07/07/2026
A retirement healthcare plan that focuses on prevention and personalized medicine could help you avoid the complications that can drive up healthcare costs.
Could Personalized Medicine Be The Missing Part of Your Retirement Plan?