Joshua Batalden, Financial Adviser with Eagle Strategies LLC

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Joshua Batalden, Financial Adviser with Eagle Strategies LLC

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Minnesota and Wisconsin. As such, these services are strictly intended for individuals residing in the states referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. AR Insurance License number 6948729. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities, LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 3600 Minnesota Drive, Suite 100 Edina, MN 55435. 952-896-3553. In this regard, this communication is strictly intended for individuals residing in the states of Minnesota, Nebraska, South Dakota, and Wisconsin. No offers may be made or accepted from any resident outside of the specific states referenced. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Veritas Financial Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Veritas Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

11/02/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4ebzcsB

Registration code: 090420

11/02/2026

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.
But if a covered disability event prevented you from working, would your current coverage be enough to keep everything else on track?
Many employer disability plans replace around half your salary, before taxes. For many people, that's not enough to protect the life you've worked hard to build.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

11/02/2026

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

11/01/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

10/31/2026

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.

10/30/2026

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.

10/30/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/29/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4svelX3

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

Address

3600 Minnesota Drive, Ste 100
Edina, MN
55435

Website

http://www.vfstrategies.com/

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