James R Zent, Financial Advisor with Eagle Strategies LLC

01/20/2024

Financial security and retirement planning experts provide answers to important topics to help you plan for your golden years, such as caregiving, social security, and preparing younger generation for retirement.

There are many factors to consider when planning for retirement and calculating financial security, but one factor rarely gets the attention it deserves: caregiving. According to the TIAA Institute, one in five adult Americans provide uncompensated care to loved ones. This care typically requires 24...

01/19/2024

The new year is a great time to plan for your financial future. Here are five financial resolutions to consider for 2024.

Create some new financial resolutions for 2024, including getting a higher interest rate on your bank account, paying down student loans and more.

01/18/2024

These eight common estate planning mistakes can upend your best efforts to protect your family’s finances when you pass away. Here’s why.

Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.

11/20/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

11/13/2023

Most Americans saw a surge in their net worth during the pandemic, but wealth gaps remain. Here’s why.

Higher home and stock prices and unprecedented federal stimulus fueled wealth growth from 2019 to 2022, the Federal Reserve Survey of Consumer Finances found.

09/11/2023

Do you know that life insurance can help replace a spouse's Social Security benefits when they pass away? Watch to see how it works and how life insurance can help protect your quality of life in retirement.
https://nyl.co/3Zfatuw

09/05/2023

Are you, or your children, likely to inherit an IRA? If so, you may be surprised to learn that the rules have changed, and your tax bill may be larger than expected. This article gives a good overview of the new regulations—and how to manage them.

Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.

05/22/2023

Financial experts share seven personal finance rules that you may blindly follow and why it’s okay to bend or even break them.

What 'conventional' money rules can you actually break? Read on.

05/17/2023

According to the latest Wealth Watch survey, the top financial difficulties parents reported were paying bills in full (30%), paying bills on time (29%), and building savings (28%). Read the full report here and reach out if you need any guidance.

Despite economic pressure, parents feel confident about the future.

02/14/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

01/24/2023

Here are four ways you can take advantage of a down market and improve your financial situation.

With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

01/24/2023

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.