Erin Caines, Financial Advisor with Eagle Strategies, LLC

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United States
Bethesda, MD
Erin Caines, Financial Advisor with Eagle Strategies, LLC

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Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

6905 Rockledge Drive, Suite 900
Bethesda, MD 20817
301-214-6600

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. My California Insurance license number is 4154101

10/27/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/22/2026

Four generations of family memories are legally invisible to Medicaid, and the moment a grandparent enters a nursing home, that beloved cabin can trigger a financial reckoning most families never saw coming.

10/20/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/12/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

09/22/2026

Speaking to a class of new advisors always brings me back to the start of my own path. You can feel the mix of excitement, pressure, and possibility in every conversation. What stands out most is that the strongest people in the room are rarely the loudest. They are the ones paying attention, asking thoughtful questions, and taking the responsibility seriously. That matters, because people do not just remember what you said to them. They remember how clear, patient, and present you were when it counted. Watching that next group step into the work with intention is something I never get tired of. It is a reminder that strong careers usually begin with humble moments like these.

09/22/2026

09/19/2026

Volunteerism puts your life into perspective. What a wonderful organization!

09/18/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/25/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Address

6905 Rockledge Drive, Suite 900
Bethesda, MD
20817

Telephone

+12029788370

Website

http://www.erincaines.com/

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