Rachell Roach, Financial Advisor with Eagle Strategies LLC

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.
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Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

The 'Serena Williams Rule': When 'Retirement' is Too Big a Word Rather than formally retire, Serena Williams sought an "evolution."

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

A Financial Checklist for Your 50s Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

Property Tax Changes Homeowners 65 and Older Should Watch in 2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3UeSAxz
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.