Isabelle Liu, CPA, Financial Advisor with Eagle Strategies LLC

05/07/2026

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

03/09/2026

Are you familiar with the different types of life insurance? Term or permanent? Whole life, IUL, VUL? And how does permanent life insurance cash value work?

If you’ve ever wondered, this is worth a watch.

Industry expert Bobby Samuelson, executive editor of The Life Product Review breaks it down in Choices Behind Key Financial Decisions, now on demand for a limited time.

Click the link below for a short preview video and to launch the full On-Demand session:

https://bit.ly/4rrFzvD

Registration Code: 214267

02/16/2026

新年快樂. May the year of the horse bring you opportunities for personal growth, new wisdom, and good fortune.

01/31/2026

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize your retirement savings.

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

01/29/2026

Every financial strategy reflects important choices—about cost, certainty, flexibility, and growth. In this educational seminar, industry expert Bobby Samuelson breaks down how life insurance works, from term insurance to permanent solutions including whole life, indexed universal life and variable universal life. He’ll also explain how permanent life insurance cash value can be a component of a financial strategy through death benefit protection, tax advantages, flexibility, and growth potential—helping you make more confident, informed decisions. Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/3Z6RBiq
Registration Code:214267

01/26/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. Schedule an appointment with me: https://bit.ly/45tbXWK

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/26/2025

Did you know that 2026 will mark the 172nd consecutive year New York Life has paid a dividend to eligible participating whole life policyowners? Best of all, it will be the largest dividend payout ever declared by our company.

Reach out to me today, and let me tell you more about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

09/17/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

09/05/2025

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
https://bit.ly/4m06wDK