Nancy P. Hertwig, Financial Advisor, Eagle Strategies LLC

04/11/2024

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused.

04/02/2024

Your income is too important to risk. Learn more from Mark Browne, PhD about ways to protect yourself from an unexpected loss of income.

Protecting your income sources is a key part of managing financial risk. Learn how life and disability insurance can help with your long-term financial goals.

03/07/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
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03/06/2024

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

02/28/2024

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
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02/21/2024

Spreading your investments across asset classes can help reduce market risk and boost returns.
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02/14/2024

Help protect your family’s future by starting conversations about estate planning with your adult children. Learn how regular, open dialogue about your values and wishes can help families avoid unnecessary stress.
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02/08/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

01/30/2024

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

01/23/2024

If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive and how you qualify.

These Social Security changes in 2024 will change how much you get paid and how you qualify.

01/18/2024

Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
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01/10/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
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