Gilberto Perez, RICP Financial Adviser with Eagle Strategies LLC

06/14/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

06/13/2026

Love often shows up in the small, thoughtful moments—the ones that guide, support, and steady the next generation.
I help families turn today’s dedication into tomorrow’s opportunities for the people they care about the most.
Let’s talk about what that could look like for your family.

06/12/2026

Supporting the next generation means planning for education, opportunities, and milestones ahead.
I work with families to help protect what they’ve built and open the door to what’s possible next.
Send me a message today to get started.

06/10/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/07/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

06/06/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

06/04/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

06/03/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

06/02/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

06/01/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4uH9YIB