Jamie Schwalbe, Financial Advisor with Eagle Strategies LLC

11/21/2024

Do you know that New York Life just declared the largest dividend in our company's history? What's more, it will be the 171st consecutive year that we've paid dividends to eligible participating whole life policy owners. You can read about it on our website or call me if you want to know more. https://nyl.co/4fBjmpD

09/18/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/4euyLXU

09/17/2024

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

09/13/2024

I can help reinforce your company’s foundation by providing comprehensive life insurance coverage to protect your business if something happens to a key executive. Let’s talk today!

Retaining top talent is critical to business success. Learn from New York Life how to preserve your executive team with key person life insurance coverage.

09/12/2024

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation. For the team’s best ideas, visit: https://bit.ly/4gkuXKG

04/25/2024

For the strategists at New York Life Investments, the U.S.-China tech relationship is near the top of their geopolitical analysis. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in to the latest episode of the Market Matters podcast.
https://bit.ly/44wHXrj

04/23/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4d9d6EY

04/19/2024

This week on the Market Matters podcast, the Global Market Strategy team at New York Life Investments launches their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.
https://bit.ly/3W1k4Wv

04/18/2024

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more.
https://nyl.co/3W6CPrG

03/21/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets. https://nyl.co/3ITuDTv

03/19/2024

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.

03/15/2024

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.