12/30/2025
Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.
ChFC®, WMCP® Financial Advisor offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions in all jurisdictions.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited
to college funding, retirement, managing costs for extended periods of care 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 thr
12/30/2025
Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.
12/19/2025
As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.
11/26/2025
Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence.
11/17/2025
Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.
Need a Reason to Retire Early? Consider These Eye-Opening Stats The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.
11/14/2025
Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.
Where the Ultra-Rich Are Buying Real Estate Now Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hot spots.
11/12/2025
Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.
Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.
Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.
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11/10/2025
Start your life together with honest financial conversations.
Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.
But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.
This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.
Start your financial journey together with clarity and confidence.
https://bit.ly/4ibQ4jT
11/07/2025
Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.
The 10 Most Costly Social Security Mistakes to Avoid Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.
11/05/2025
The right plan now can help shape the retirement you want.
The years leading up to retirement are full of possibility and important financial choices.
You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.
This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.
Now is the time to make the most of your peak earning years.
https://bit.ly/47oA2zg
11/03/2025
Understanding the latest trends in student loan interest rates.
Student Loan Rates in November 2025: What Borrowers Need to Know
11/01/2025
Mortgage rates are down and still under 7%. What does this mean if you’re hoping to buy a home?
Mortgage Rates Today, October 20, 2025: 30-Year Rates Drop to 6.28% Explore current mortgage rates and what they mean for homebuyers.