Randy Stepho, Wealth Advisor with Eagle Strategies LLC

04/30/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

04/27/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

04/23/2026

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.

04/23/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

04/20/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

04/13/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

04/09/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

04/09/2026

Get a behind-the-scenes look into being a Global Market Strategist! The Global Market Strategy team at New York Life Investments hosts Brian Levitt, Global Market Strategist at Invesco, to tackle the top questions on investors' minds and the long-term trends shaping the market. Listen now: https://bit.ly/41tiU7E

04/07/2026

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

04/02/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

03/30/2026

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states — especially in the southern US.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states, a new analysis found.