Curt Rasmussen, Financial Advisor with Eagle Strategies LLC

07/14/2026

When you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.

07/07/2026

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

Test your retirement tax knowledge with our short quiz.

06/30/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

06/23/2026

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.

06/18/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

06/16/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

The master of comedy was famously cynical, but his raw philosophy offers a surprising blueprint for your golden years.

06/09/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

06/02/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

05/26/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

05/19/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.