Norman Janis CLTC, Financial Advisor with Eagle Strategies LLC

08/05/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/05/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/03/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4yVH8XF

07/27/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

07/27/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

07/23/2026

Health risks don’t end at retirement. Thoughtful planning can help you be better prepared for challenges such as rising healthcare costs or long-term care needs.

Many individuals may spend years managing health conditions later in life, making these considerations an important part of long-term financial security.

Let’s talk about how planning ahead can help you feel more confident about your future.

07/23/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

07/22/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

07/22/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

07/13/2026

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can help turn that around in three steps.

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.