Jack Burns - Financial Adviser with Eagle Strategies LLC

05/13/2024

Starting your first business can be thrilling, but if you don't have all your ducks in a row, it can quickly turn into a nightmare. Learn how the right business insurance can help keep your dream alive. Reach out, and I can go over exactly what you need (and what you don’t) to stay protected.

Successfully running a business requires you to hold many insurance policies. Learn what types of insurance you may need to protect your small business.

03/25/2024

Working forever, or just planning on it
Many business owners seem to think they’re going to live forever and thus have done no succession planning, but the COVID-19 pandemic has illustrated more than ever the need for business owners to be prepared for adverse events. Read this article to learn about three elements that are critical to creating a well-planned and funded succession plan, and let’s look at how you can help increase your business’s probability of longevity and maximization of value, even when faced with inevitable setbacks.
https://bit.ly/3IQwHf1

03/14/2024

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

02/12/2024

If you're a parent of a college-bound kid, a 529 plan can be a great help in paying for your child's education. But did you know that a 529 plan can only be used for qualifying educational expenses? The cash value of a whole life insurance policy has no limitations. Learn how adding whole life insurance to your college savings strategy can give you more flexibility, and reach out if you have questions.

New York Life shows you how a whole life insurance policy can be used as a college savings fund. Learn about how to use life insurance to supplement education.

01/31/2024

Do you have a formal succession plan for your business? As a New York Life agent, I can help you secure the future of your business. Learn about the importance of a succession plan in the below article.

When planning for a business transition there are some options to consider. Learn how to create a succession plan with these strategies.

01/16/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

12/15/2023

Keeping adult children in the loop about your money and finances is very important.
You never know what might happen, and it's good for them to know if you can't manage it all yourself. This informative article highlights 12 things you should — and shouldn’t — tell your adult kids about your finances.
https://bit.ly/48gXThO

11/15/2023

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for 2024.
http://www.eaglestrategies.com/public_files/Year-end_Tax_-_Extended_-_Final.pdf

02/15/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

12/28/2022

Here is a great summary on the SECURE 2.0 that is now in effect.

This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 billion Consolidated Appropriations Act of 2023 and sent it off the President for signature. Tucked inside the more than 4000 pages of legislation, you can find SECURE 2.0...

12/22/2022

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

12/15/2022

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.

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