Hannah Raff, CFP, CLU , Financial Adviser with Eagle Strategies LLC

Help protect your family’s future by starting conversations about estate planning with your adult children. Learn how regular, open dialogue about your values and wishes can help families avoid unnecessary stress.
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Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement.

How To Max Out Your 401(k) In 2024: New Rules Make It Easier Among the countless headlines last year, little attention was paid to retirement saving.

Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
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Knowing when to sell your small business is the ultimate challenge. So, for you to make all the right moves at the right time, here are four takeaways that will get your exit just right.

Selling Smart: Timing Your Million-Dollar Business Exit Wondering when the perfect time is to sell your business? Let's dive into the signs indicating it's time to say goodbye to your business and hello to your next adventure.

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

New York Life declares company record. We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

As the end of the year is quickly approaching, it’s a good time to start thinking about tax planning. Tax strategies are a key component in your financial plan. It can help safe guard your finances from unnecessary tax burdens and allow you to keep more of your money. Please keep in mind that although I am providing you some basic information about taxes, I do not provide individualized tax advice. Please seek guidance with your tax or legal advisors on you particular circumstances and feel free to call me today if you’d like to learn more. Happy Holidays!

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

What’s trending for employee benefits? During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from