Harris Kagan, Financial Adviser with Eagle Strategies, LLC.

11/01/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4iRkbia

11/01/2026

Inflation isn't always dramatic, but its effects can add up over time. Even modest inflation may gradually reduce the purchasing power of your retirement income, making it more important to plan for both today's needs and tomorrow's expenses
A strategy that balances income needs and growth potential may help support financial security throughout retirement. Let's talk about how inflation could affect your plan and what steps may help preserve purchasing power over the long term.

10/31/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

10/31/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

10/31/2026

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financial future so the money lasts, instead of disappearing in the first year.

You don't need a million dollars to transform your finances and set yourself up for retirement.

10/30/2026

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.

10/30/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

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/4z8EDjP

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

10/28/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4zyOMHz

10/28/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.