Ryan Hart, Financial Advisor with Eagle Strategies LLC

02/13/2025

New York Life is pleased to bring you one of America’s top IRA Experts, Ed Slott!
In this educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on how you can create a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. RSVP to attend this in-person event to hear from Ed Slott live and learn about the three biggest retirement risks and how to avoid them with proper planning.
Date: Monday, February 24, 2025
Time: Light Refreshments at 5:30pm; Seminar at 6:30pm
Location: Westin Waltham Hotel, 70 3rd Ave, Waltham, MA
RSVP: Ryan Hart at (781)264-8662

11/22/2024

08/26/2024

Help protect your family’s future by starting conversations about estate planning with your adult children. Learn how regular, open dialogue about your values and wishes can help families avoid unnecessary stress.
https://bit.ly/4dX4roJ

08/26/2024

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

10/31/2023

This , let's talk about something truly haunting—the uncertainties of retirement. While having a savings strategy is important, life insurance and its cash value component can help you save more, while helping to ward off any financial nightmares for your family down the line. Read this article, and reach out. Together we can make your retirement planning a less frightening experience.

Investing for retirement? Learn how to use whole life insurance from New York Life in your plan for retirement income.

03/17/2023

Lucky charms may be great at helping you feel lucky, but rarely do they lead to a pot of gold. Instead, read these four tips on how to make your own financial luck this St. Patrick's Day.

Leprechaun-catchers from Chicago to the Emerald Isle can thank the 'luck of the Irish' for ensuring that nothing needing a life insurance policy will befall themselves or their family. But for the rest of us who haven’t found that pot of gold, we cannot rely on catching leprechauns to protect us f...

03/16/2023

Whether through sound investing or savvy budgeting, financial literacy is the key that unlocks more significant opportunities for small business owners. Here’s why.

Being financially literate can help you make better decisions when managing your finances and give you an edge when competing with other businesses.

11/26/2022

Today is ! Last year, over 50 million people shopped in-store, and more than 50% of Americans plan to participate today. Click below to hear why New York Life agents appreciate the impact small businesses have on their communities.

The last few years have been hard for small businesses. But your determination to succeed is your greatest strength. Learn how New York Life can provide the ...

11/22/2022

is just a few days away. Don’t miss out on the opportunity to encourage customers to this season. Here at New York Life, we are proud to serve you and your employees by providing financial security and plans for the future.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

11/20/2022

If you’re thinking of retiring early to get a larger lump sum on your pension, here are some key questions to consider before moving ahead.

High interest rates are changing the math on pension lump sums.

11/19/2022

With the cost of tuition rising annually, you’ll want to maximize your college savings and take advantage of every available option. Here are the pros and cons of using a 529 savings plan or a Roth IRA to pay for college.

Here are the pros and cons of using a 529 or a Roth IRA to pay for college.