Jeffrey L. Japel, Financial Adviser with Eagle Strategies LLC

03/09/2023

If you’re thinking about early retirement, here are actionable steps you’ll need to help you reach your goal.

Early retirement is a real option that more people are pursuing. You can do this if you are willing to work hard.

03/04/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

07/15/2021

This primer takes you from estimates and baselines to the continual communications that will help balance your family's budget.

A family budget is a plan for your household’s incoming and outgoing money. Try the 50/30/20 method, and explore tools like worksheets and apps.

07/13/2021

This tool can help you estimate your Social Security benefits.

I love the idea of using simple tools to get some important numbers in front of you.

07/17/2020

From vacation to staycation — these uncertain times have brought lots of change, but our priorities remain the same. Protecting the ones who matter the most, today, tomorrow, and forever.
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07/10/2020

In these uncertain times, putting love into action has never been more important. Protect what matters most. https://nyl.co/2U1l4cf

07/03/2020

Adjusting to new normals can be difficult, but there are bright days ahead. Be ready for them with a solution that's there for you, no matter what.
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06/28/2020

As the effects of COVID-19 continue to be felt by many families, take steps now to ease the financial burden that may be weighing on your mind.
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06/28/2020

The stimulus check, the RMD waiver, and next year's taxes are all connected
in a way that could mean more relief for you.

For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year could mean they'll get a tax credit next year.

06/27/2020

You're the youngest you'll ever be right now, so while you're in the prime of your life, take advantage. Take care of the ones you love tomorrow with your good health today.
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06/26/2020

In times of uncertainty, protecting your family is all that matters. Let's create a financial solution that helps keep your loved ones financially secure. https://nyl.co/3gHalgX