Rick Ramirez, Financial Advisor with Eagle Strategies LLC

06/08/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/04/2026

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

Test your retirement tax knowledge with our short quiz.

06/04/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/02/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped 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

05/27/2026

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.

05/24/2026

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.

05/20/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

05/18/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

05/11/2026

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.

05/08/2026

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.