Lori L. Kaplan, Financial Advisor with Eagle Strategies, LLC

06/02/2026

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?

05/26/2026

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.

05/19/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

05/12/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

05/05/2026

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4ubfkvP may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

04/28/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

04/25/2026

I want to wish New York Life a Happy 181st Birthday this month!

04/23/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

04/21/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

04/14/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.