Saesha Herrell, Registered Representative

02/15/2023

Join us for NYL’s Power of Knowing webinar on February 16, 2023, at 1pm EST with renowned IRA expert, Ed Slott, to hear how you can protect your retirement income from taxes.

Register now at: https://bit.ly/3xvgfLv

02/12/2023

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

02/11/2023

Gen Xers who have a financial strategy are focused on three key components in 2023: Building emergency funds (45%), being on track to retire at their desired age (44%), and paying off credit card debt (40%). Learn more in the latest Wealth Watch survey.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

02/10/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

01/27/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

01/26/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

01/25/2023

Learn more about what’s currently shaping the markets.

11/19/2022

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

11/18/2022

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable.
https://www.eaglestrategies.com/public_files/Planning_Essentials_Importance_of_an_Emergency_Fund_Eagle.pdf

11/12/2022

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $12.92 million in 2023, increasing the amount of wealth you can transfer tax-free to your heirs.

Inflation means that well-off folks will be able to transfer much more to their heirs tax free during life—or at death.

11/11/2022

This article explains the key differences between a bear market and bull market, and how each of these market phases affects your investing.

Knowing the difference can lead to informed investments.