Kris Gulbran, Financial Advisor at Eagle Strategies LLC

11/22/2023

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can stash away an extra $500 in most retirement savings plans in 2024.

10/10/2023

After you retire, there are several factors that may cause you to want to change your investment strategy. Here are the most important things to consider when reevaluating your portfolio.

After you retire, there are usually a number of reasons why you might want to change up your investment strategy. Based on your life expectancy, your income requirements, your lack of a job and other...

09/12/2023

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about when to start receiving your benefits. Here’s are the biggest myths experts see and how to choose the best strategy thats right for you.

When to claim Social Security benefits is one of the biggest decisions you will face in retirement. Experts say having the right information is key to success.

07/18/2023

Retirement income from 401(k), pensions, and Social Security is generally taxable but there are notable caveats for Social Security and Roth IRA accounts. Here is what you need to know.

Retirement income from tax-deferred 401(k)s or Traditional IRAs is taxable, as is pension, annuity & Social Security income. Roth IRA income usually isn’t taxable.

05/23/2023

Have you taken a test run on your retirement? If not, here’s why you should take time off to see if your plans live up to your expectations.

Test out your retirement plans ahead of time and see how realistic they are.

04/11/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

11/29/2022

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.

Start saving by asking questions.

11/15/2022

This month we give thanks to our military servicemembers and their loved ones who support them every day. The sacrifices you make for your families and ours will always be remembered.

11/01/2022

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

Playing retirement catch up isn't easy. Learn how to start planning for retirement late with these steps and considerations.

10/04/2022

This article explores how retirees can use their 401(k) to create a bridge between retirement and collecting Social Security benefits.

Your 401(k) can be a bridge from retirement to higher monthly income.

09/20/2022

Sometimes the best gift you can receive is a little free financial advice. Learn what you should consider before retirement and reach out if you want to know more. As always, I'm here to help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

08/24/2022

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.