Joshua Batalden, Financial Adviser with Eagle Strategies LLC

Home
United States
Edina, MN
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 independ

ent 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.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/06/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4xBnI9j

09/05/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/3TfISuL

09/04/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

09/03/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

09/02/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

09/01/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

08/31/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/3SA5TbG

08/30/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/3V3TnBR

08/29/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Address

3600 Minnesota Drive, Ste 100
Edina, MN
55435

Website

http://www.vfstrategies.com/

Alerts

Be the first to know and let us send you an email when Joshua Batalden, Financial Adviser with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Joshua Batalden, Financial Adviser with Eagle Strategies LLC:

Want your business to be the top-listed Finance Company in Edina?