Edward Christian Quimby, Financial Advisor with Eagle Strategies LLC.

09/22/2025

Three Buckets of Money: Taxable, Tax-Deferred, and Tax-Free. The wealthiest retirees know exactly how much to keep in each.

08/29/2025

Do you think taxes will be higher or lower in 10 years?

08/15/2025

Myth "My taxes will be lower in retirement.

Truth: For many, required distributions, Social Security, and pensions stack up, pushing you into higher brackets.

Curious what your retirement tax bracket might actually be? Let’s talk.

01/23/2025

AI accelerates innovation by creating a greater likelihood that new efforts will actually solve the desired problem.

In search of more innovation? Surprise, surprise: Artificial intelligence has democratized the pursuit — take advantage of it.

01/20/2025

The Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns.

The Fed's rate cuts will provide relief for some borrowers, but savers will have to work harder to get decent returns.

01/18/2025

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

01/16/2025

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?

From applying for Social Security and donating to charity to maximizing your savings accounts, here are 12 retirement moves to make this year.

01/14/2025

Healthcare costs can be the wildcard of your budget. One way to manage those costs proactively is by saving to a health savings account or HSA.

Saving for healthcare costs? Learn about HSA contribution limits for 2024 and 2025. Maximize your tax benefits and secure your financial future with this guide.

01/12/2025

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3WiSZgS

01/09/2025

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the results of a recent survey.

The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them.