Brad Brodersen, Financial Advisor with Eagle Strategies LLC

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Lincoln, NE
Brad Brodersen, Financial Advisor with Eagle Strategies LLC

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited
to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please
contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered
Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered
Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A
Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. New York Life
NYLife Securities
1221 N St., Ste 800
Lincoln NE 68508
402-413-8315

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of
other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your
own tax, legal, or accounting professionals before making any decisions.

11/02/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

11/01/2026

Couples with a significant age difference may face different retirement timelines, health coverage needs, and potential long-term care costs.

AARP explains how planning for long-term care alongside Social Security, taxes, and retirement assets can help protect the younger spouse's financial future. Thinking through how care could be funded is one part of building a retirement plan for both partners.

Learn more: https://bit.ly/4ztrtik

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4zY2hjz

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4efUSnl

If it gets you thinking about your own plans, send me a message.

10/14/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

10/13/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

10/12/2026

Family caregivers often help with daily activities, health-related tasks, coordination, and decision-making. This article examines the time, responsibilities, and economic value involved, along with the pressures families may experience when supporting a loved one’s long-term care needs.
https://bit.ly/4jjvErK

Address

New York Life, 1221 N Street , Ste 800
Lincoln, NE
68508

Website

http://www.bradbrodersen.com/

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