Soterios Theori, Financial Adviser with Eagle Strategies LLC

05/10/2026

A Kiplinger editor shares some retirement wishes for her father.

05/08/2026

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.

03/01/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

02/12/2026

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize your retirement savings.

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

02/10/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

02/07/2026

There are strategies for obtaining the lowest possible mortgage rates, such as buying down your rate. Learn how to get the lowest rates in the 2026 market.

02/05/2026

We’re honored to be recognized on the .org Best Annuity Companies List for August 2025 as the most trusted annuity provider, ranked by consumers. This achievement reflects New York Life’s 180-year legacy of longevity, financial strength and stability and our commitment to delivering best-in-class annuity solutions, unmatched support and seamless service experiences to our clients. Read the details here http://bit.ly/4fDqAKE

02/03/2026

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strategies to help overcome them

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to overcome them.

02/01/2026

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing boundaries and taking extreme measures to build a legacy.

You don't have to go to these extremes, but you do have to make sacrifices to save.

01/31/2026

Around 1 in 7 Americans hope to buy a home soon and some anticipate using AI in the process, NerdWallet's annual home buyer survey finds.

Around 1 in 7 Americans hope to buy a home soon and many plan to use AI in the process, NerdWallet’s annual home buyer survey finds.