Scott Edmiston, Financial Advisor with Eagle Strategies LLC

10/16/2026

10/16/2026

It’s almost time! We’ve put so much into bringing The Back Nine to life, and we can’t wait to celebrate with you!

Join us Friday, October 16th for our ribbon cutting and grand opening from 2:00 PM until 6:00 PM. Stop in, check out the space, try the simulators, and enjoy contests, prizes, and games for the kids.

Bring your family, bring a friend, and come meet us! Open to the public, all ages welcome. 💚

Located inside Clock Tower Plaza
📍17 S. Randall Rd., North Aurora

Will we see you there?

10/16/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/15/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/3WtjhQb

10/15/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4s8EQ4u

If it gets you thinking about your own plans, send me a message.

10/14/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.