Richard Basulto, Financial Advisor with Eagle Strategies LLC

03/15/2024

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

02/29/2024

Have you considered the impact that caring for aging parents has on your financial strategy? Tell us your thoughts.

02/14/2024

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

01/30/2024

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes me unpredictable…predictable

01/15/2024

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarized yourself.

01/05/2024

Social Security Benefits are a vital part of your retirement income. Know your options.
https://bit.ly/48mkcDj

12/28/2023

Do you know how the Secure Act 2.0 may impact your retirement planning? Here’s how.
http://www.eaglestrategies.com/public_files/Secure_Act_2.0_-_Key_Highlights_for_Individual_Investors_-_Eagle_-_final.pdf

12/13/2023

To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals.
https://www.eaglestrategies.com/public_files/Maximizing_Social_Security_-_Eagle_final1.pdf

11/28/2023

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- and short-term goals.
https://www.eaglestrategies.com/public_files/Ways_to_Invest_in_Stocks_-_Eagle_final.pdf

11/13/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

11/03/2023

Don't let the rising cost of a college education deter you from achieving your education funding goals. Having a plan helps. Talk to your advisor to get started.https://www.eaglestrategies.com/public_files/Rising_Costs_of_College_Education_-_final.pdf

10/19/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.