Dawn Terbush, Financial Advisor with Eagle Strategies LLC

Dawn Terbush, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. 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 wi

th 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.



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. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. 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. I am not licensed in all jurisdictions. My California Insurance license number is OK74750

I am so fortunate to be a member of a wonderful study group, who supports me both personally and professionally. We gat...
04/25/2026

I am so fortunate to be a member of a wonderful study group, who supports me both personally and professionally. We gather together once a month to share best practices, business ideas and fellowship.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.
04/21/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

We want to wish New York Life a very happy 181st birthday this month!!
04/18/2026

We want to wish New York Life a very happy 181st birthday this month!!

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by ...
04/14/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
04/07/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
03/31/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
03/24/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.
03/23/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "re...
11/13/2025

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared...
04/16/2024

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared for the unexpected.
https://bit.ly/3W21Wf5

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guaran...
12/19/2023

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed products can make your family more secure this season, and all the seasons to come.

It isn’t easy to find something you can count on these days. But with all the changes going on around us, it’s more important than ever.

Address

Melville, NY
11747

Telephone

+16313651408

Website

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