Jake Peltier, Financial Advisor with Eagle Strategies, LLC

11/05/2024

Think it’s too early to be worried about your tax bill? Not at all. Now is the time to look closer at your investment losses and gains for the year.
https://bit.ly/3YQU4y4

11/04/2024

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

11/01/2024

What are some of the steps you take to achieve your biggest goals?

10/31/2024

Saving for retirement can be daunting, but having a structured retirement strategy can make all the difference. When you have a moment reach out, and I'll help you create a roadmap to ensure you have the financial freedom to enjoy your golden years.

10/30/2024

Knowing the difference between active and passive investing can help you choose a strategy that works best for your portfolio. https://bit.ly/3NOJ5il

10/29/2024

From your savings account to your investment portfolio, discover 5 ways interest rates can impact your finances.
https://bit.ly/48obfKx

10/28/2024

Do you know that you can continue to work after you claim Social Security benefits? But, as this AARP video explains, the timing of your decision will determine whether your income raises—or lowers—your benefit amount.

If you start collecting before full retirement age, your income could lower your monthly benefit if you make above a set limit. That limit goes away at full retirement age, and you could actually raise your benefit amount.

10/24/2024

Whether you’re working towards retirement or you’re already there, Social Security is key to your plan. Your benefit depends on earnings, years worked, and retirement age. The average check is $1,920.48.* This interesting article breaks down benefits by age and more:
Feel free to reach out for help with your own retirement strategy.
https://bit.ly/4hgZtWk

10/10/2024

October is Financial Planning Month! As the year ends, it's a great time to review your finances. Check out these lesser-known tips to help secure your future:
If you’d like to discuss a personalized financial strategy, feel free to reach out.

The power of financial planning can be unlocked for everyone, regardless of income, net worth, age, or goals.

09/13/2024

How rising taxes affect your finances.
Taxes are crucial to personal finances, and staying informed is key. This article discusses individual tax rates, the national debt, and projected tax increases over the next decade. The analysis is data-driven and provides a comprehensive look at what we might expect in the coming years. Article is for information purposes only. Consult your own tax advisor to tax advice.
Let's discuss how this might impact your financial situation.
https://bit.ly/3XqvdyZ

09/02/2024

Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

08/27/2024

Student loans are among the biggest debts for Americans. Lowering these debts can provide significant financial relief. This article discusses ways to reduce your monthly payments amidst recent changes in student loan relief.
https://fxn.ws/3AGsZnx

If you have questions about how student debt affects your finances, please contact me.