Julie A Cord, Financial Advisor with Eagle Strategies LLC

01/12/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

01/09/2026

With more workers turning to a side hustle for financial security and career growth, here's why diversified income streams are becoming a core 2026 strategy.

With more workers turning to a side hustle for financial security and career growth, here’s why diversified income streams are becoming a core 2026 strategy.

01/07/2026

Economic growth across the globe will be highly uneven, in 2026, with some major economies accelerating while others hit the brakes.

Economic growth across the globe will be highly uneven, with some major economies accelerating while others hit the brakes.

01/05/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

01/02/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

12/31/2025

Wishing you a very happy New Year!

12/30/2025

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

12/26/2025

Home is where your favorite stories unfold — where laughter echoes and love grows stronger each day.
Protecting what matters most starts with understanding what makes your house a home.
Let’s make sure your family’s story keeps moving forward, no matter what life brings.
Reach out today to start the conversation.

12/24/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/22/2025

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

12/17/2025

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

12/15/2025

As an advisor, you know how important employee retention is for your business owner clients. This guide from Robert Keebler explores how thoughtful retention plans, from flexible work options to stock-based incentives, can help employers show their teams how much they’re valued, and how advisors like you can help clients use these creative tools to retain and reward their best people. https://bit.ly/4aB2D6z