Matthew Scarano, Financial Adviser with Eagle Strategies, LLC

12/07/2022

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

12/07/2022

Here are four ways you can take advantage of a down market and improve your financial situation.

With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

12/01/2022

There are a variety of rebalancing strategies you might want to consider when investing. Learn more.
https://www.eaglestrategies.com/public_files/planning-essentials-investment-rebalancing-your-portfolio-eagle-final1.pdf

11/30/2022

Small business owners can use these seven tax-saving strategies to lower their tax liabilities by the end of the year.

Now is the time business owners need to do their tax planning. The higher your income the more valuable tax planning can be. Why give the IRS a giant tip?

08/26/2022

You want your kids to succeed, right? It's your job to make sure they are prepared for the future. Kids these days are pretty lucky. Not only do they have access to the best technology and the internet, they also have great scholarships available to them. Scholarships are the ideal way to pay for your kids college education because… it’s somebody else’s money!

Have you looked into all the scholarships your child might be eligible for? College Board has put together a search tool that you can use to identify the best scholarships for your child (and your wallet) and made it easier than ever to apply.

https://hearsay.social/3pLrMCF

Check it out and remember… planning early is the only planning there is. Planning late is called wishing.

https://hearsay.social/3pLrMCF

Enter your information to find matches from over 6,000 programs, totaling over $4 billion scholarship dollars yearly.

08/19/2022

Planning for college takes time, and it's not something that can be put off. As your children grow up, the cost of a college education will come up in conversation more frequently. You will be bombarded with information about saving and investing for their future.

But does your cousins-neighbors-uncles-best friend Larry really know the best way for YOU to save for YOUR child’s college tuition? It might be good idea to talk to a professional (no offence Larry).

Send me a message today and I’ll send you over our list of the top 7 ways you can save for your kid’s college education!

08/12/2022

The cost of college is going up and you may need to plan earlier than you think! There are a few main ways you can save for it: the 529 plans, UTMA accounts or even a plain old brokerage account. The first thing to consider is how much money you need to save each month and for what period of time. Then, match your financial goals with a specific investment product that will help you meet them.

If you have questions on the type of account you should use, send me a message today and we can help you pick!

08/05/2022

It’s almost back to school time! Has summer really gone by that quickly?? Another thing that seems to pop up just as quickly is college!

Have you started saving for college yet for your kids? When you start saving for college, you never know how much money will be helpful. At least, it's better to have enough than not enough. So the best thing you can do is to start saving early - today!

This month we are going to be focusing on how you can save more efficiently for your kids college and make the most out of your funds. Stay tuned, or send me a message and we can send you over our list of 7 popular ways you can plan for your kids college tuition.

07/26/2022

Okay, last post about inflation! So many people I’ve met with have a huge hole in their financial plan, and that’s because they are not realistic when it comes to inflation!! Some people only model out a 1-1.5% inflation rate (proven way wrong in the past 6 months) and don’t put any alternate scenario’s into their plans for other possibilities! What happens if we see an extended period of high inflation (3-5 years)? What do you do then, just apologize to your client and say you’ll try better next time? Hopefully not!

If you’re not planning for inflation, you’re not planning at all.

07/19/2022

There are so many different organizations and entities trying to forecast out inflation to predict what it will be over the next 12-24 months. The IMF is saying 5.9% for the rest of 2022 and the U.S. Fed is saying 2.6%. That’s a big difference!

What do you think is going to happen the rest of this year?

07/12/2022

Most people have heard of inflation spiking, but did you know that there is more than one type of inflation? Inflation can be on the Supply side or “Cost-Push inflation”, or it can be on the Demand side in “Demand-Pull inflation”.

Cost-Push mainly occurs when production costs (materials, wages) increase or supply declines due to higher costs. These higher costs pass on to consumers through higher prices.

Demand-Pull occurs when consumer demand surges which declines supply lines and rises prices… People are willing to (and can) pay more, so they do!

You might be able to guess, but right now we are experiencing a little bit of both types of inflation which is different than other periods in the past 50 years, where rising oil and gas prices led to only Cost-Push.

07/08/2022

Inflation is a hot topic these past few months. Looking back it can really put in perspective when we have seen inflation levels near what we are going through currently, and potentially what we might see going forward. Lets just hope we don’t see the 21st century version of the 1970s!