Eagle Plans

04/17/2020

Lawmakers are working to find the appropriate time to reopen the economy and the S&P 500 index just experienced its strongest 16-day period since 1938, says Chief Investment Officer Larry Adam . Find out more:

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03/09/2020

A leading question from clients is "What is my tax bracket?" Here are the key numbers they need to know for 2020.

The Internal Revenue Service recently announced the tax rates and contribution limits for 2020, including key figures that investors will want to consider.

03/06/2020

The SECURE Act made changes to the kiddie tax. Here's what clients with custodial accounts will want to know.

The recently-passed SECURE Act provides for many changes to retirement accounts as well as changes to some tax-related items such as the kiddie tax.

02/19/2020

Raymond James warned that the "worst is yet to come" as the coronavirus outbreak rages on.

02/14/2020

Did you know that two in three people enter retirement with little or no thought about what they actually want to do in their retirement? Check out these tips on how to create and preserve your most satisfying "after-party."

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02/13/2020

As aging population swells, those caring for both children and parents face growing pressures.

02/12/2020

Social Security Commissioner Andrew Saul warns the public about fraudulent phone calls from individuals falsely claiming to be Social Security employees. Watch now:

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02/11/2020

Raymond James Chief Economist Scott Brown recaps economic activity in the Weekly Market Snapshot.

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12/09/2019

Is your investment portfolio aligned with your retirement goals? Call me to discuss a strategy to help you fund a financially secure retirement.

12/06/2019

The cost of healthcare in retirement can change drastically. Click more for help preparing for those changes:

The key life events and decisions you make in the 10 years before you retire can have a profound effect on your financial well-being in retirement.

12/05/2019

With Congress considering multiple tax proposals, many families are opting for planning strategies that take advantage of the currently sizeable estate and gift tax exclusions.