Ambyr Capps, Financial Advisor with Eagle Strategies LLC

06/09/2026

Do you know where tax rates will be when you retire? Neither do we. Tax diversification can prepare your retirement income for whatever comes next—and help you keep more of your income for the things that matter. https://bit.ly/4v0hH4T

06/08/2026

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/4gdmmf0

06/07/2026

Caregiving is one of the most meaningful ways we can show love, but it can also bring unexpected financial and emotional challenges.
Planning ahead can make all the difference. By understanding potential care needs early and preparing financially, you can focus on what matters most when the time comes: being present for the people you love.
Watch this short video to see how thoughtful planning today can help you navigate caregiving with clarity and confidence tomorrow.
https://bcove.video/4oRi1PL

06/06/2026

Worried about taxes in retirement? As your protection needs change, the cash value of a life insurance policy can be a powerful source of tax-free income—allowing you to keep more of your savings for the things that matter. (Accessing the cash value will reduce the death benefit and cash surrender value, and the policy must be structured properly to maintain tax-free distribution status.) https://bit.ly/4uoGwGD

06/05/2026

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.
With the largest transfer of wealth in history underway, families who plan early and communicate openly are better positioned to preserve both their assets and their intentions. This article explores how proactive planning and next-generation engagement can help sustain your family’s financial legacy for years to come.

Read the article: https://bit.ly/4uRkddr

06/04/2026

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/4uQhD7A

06/03/2026

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

06/02/2026

Protection and growth work best together. I can help you build a strategy that does both. Message me if you’d like to talk through your next step.https://bit.ly/4dY6hHE

06/01/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...