Steven Sacco, Financial Advisor with Eagle Strategies LLC

07/20/2026

As markets shift and goals change, ask yourself these 5 questions to help keep your financial plan focused on what matters most to you.
https://bcove.video/49yjR0F

06/26/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/22/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

05/27/2026

Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we can plan for your most important goals. Take a look at this video to gain a greater sense of our planning process.
https://bcove.video/4hjzrly

05/13/2026

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/475A0w6

04/29/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:
https://bit.ly/48ybCn7

03/26/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

03/23/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

03/02/2026

If volatile markets have you feeling uneasy, it’s time to create or revisit a comprehensive financial plan that addresses a range of market conditions.
https://bcove.video/3J9DWlF

02/02/2026

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.

This infographic breaks down five ways to take advantage of tax deferral, from maximizing retirement contributions to leveraging HSAs and annuities.

It’s a quick, visual look at how small adjustments can help you keep more of your hard-earned money working for you.

View the infographic: Tax-Deferred Investing – Five Smart Strategies to Boost Your Savings
https://bit.ly/4apexzE