Armondo J. Brennan, Financial Advisor / Eagle Strategies LLC

06/10/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/03/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

06/01/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

05/28/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019.

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.

05/28/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

05/22/2026

If you’ve built a successful business or family legacy, chances are your financial life doesn’t fit neatly in one folder. A revocable living trust can help bring structure and peace of mind to that complexity. Unlike a will, a living trust goes into effect while you’re still alive and can keep your estate private, simplify transitions, and avoid costly probate delays. It’s not a one-size-fits-all solution, but for many families, it’s a smart way to make sure their wealth — and their wishes — are handled smoothly. Read this article that breaks down the advantages, drawbacks, and misconceptions around living trusts in clear, practical terms and provides other important disclosures, and if you want to explore how this might fit your plan, I’ll be happy to help you think through what makes the most sense for your situation.
https://bit.ly/3RowJT3

05/20/2026

A Kiplinger editor shares some retirement wishes for her father.

05/18/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

05/16/2026

When it comes to strategic estate planning, affluent clients often face a tough decision—how to balance maintaining control over assets while protecting them from taxes and creditors. A spousal lifetime access trust (SLAT) is a highly effective tool that can address both goals. Watch to see how a well-structured SLAT provided tremendous benefits, including asset protection, tax advantages, and peace of mind for Raj and Priya. If asset protection and legacy planning are top priorities for your family, let’s explore how a SLAT could be the solution you've been looking for.

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05/14/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.