Varda N Fink, Financial Advisor with Eagle Strategies, LLC

10/16/2024

"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

09/26/2023

While market volatility can be unsetteling, it's inevitable - so don't loose sight of your long-term goals. Here are tips for staying focused.

09/19/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

09/12/2023

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

09/05/2023

This article explains life insurance death benefits and how they work so you can better understand what the term means when shopping for a policy.

What is a life insurance death benefit? Bankrate explains.

08/29/2023

Here’s what you need to know about the Roth 401(k) to help you decide if it’s the right choice for your retirement savings.

This account is a great option for high earners and young savers alike.

08/22/2023

Getting your kids ready for the school year? It's also important to get your family ready for the future. While term insurance typically costs less, whole life insurance can provide permanent financial protection for your loved ones. Need help? I’m here.

When it comes to life insurance, one size doesn't fit all. Compare all of New York Life's insurance plans and find the right one for your financial needs.

08/19/2023

I am honored to have been elected President of the Bethesda-Chevy Chase Rotary Club for 2023-2024. Thank you to all my Rotary friends and colleagues for your friendship and support!

08/15/2023

Do you know how the Secure Act 2.0 may impact your retirement planning? Here’s how.
http://www.eaglestrategies.com/public_files/Secure_Act_2.0_-_Key_Highlights_for_Individual_Investors_-_Eagle_-_final.pdf

08/12/2023

I am honored to have achieved New Life's Executive Council, and my 30th Council in a row for 2023! Looking forward to attending great workshops and meeting my peers from around the country at our annual meeting this month.

03/21/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

03/18/2023

I am honored be the incoming President of the Bethesda-Chevy Chase Rotary Club for the 2023-24 year. I recently had the opportunity to attend President Elect training workshop in Chantilly, Virginia. I enjoyed meeting other Rotarians from the Chesapeake area.