Mark Lenert, Financial Adviser Eagle Strategies LLC

04/07/2022

These five tips can help you step outside of your comfort zone to maximize your growth and success, in your personal and professional life.

Growth happens quickest when you step outside of your comfort zone. This applies to both your professional and personal life, so it’s important to find ways to step outside of it on a regular basis.

03/24/2022

Are you putting money aside for the feel-good expenses? Figure out what goods, services, or activities bring you joy and put money aside to make them happen.

It's important to save for things that will keep you going and rejuvenate you.

03/10/2022

Not sure when to open a bank account for your kids? Here are some instances when you’ll know the time is right.

You might be wondering when the appropriate time to open a bank account for your child is. Maybe your child recently had a milestone birthday and a lot of money came in, or maybe you just want your...

02/24/2022

Here are three ways to start a thoughtful conversation with your loved ones about the benefits of life insurance.

Whether you need to have a life insurance discussion with a spouse, parent or other important loved one, starting the conversation can be the hardest part.

02/10/2022

This article shares the importance of developing a non-financial retirement plan to establish structure for your days and weeks, identify activities that give you purpose, and strategies to maintain a social network.

Financial security isn't the only key to a successful retirement.

01/27/2022

Wouldn’t it be nice if you could phase into retirement? With planning, you can. Learn how in this article.

So-called “phased retirement” is a hot topic for retirement planners. The basic idea is to create a path towards retirement where you don’t just go from working 50 hours a week to not working at all.

01/13/2022

Everyone has a unique perspective. How do you open yourself up to new ideas?

12/30/2021

The end of the year is a busy time for buying presents and making travel plans, but don’t forget about adding key tax moves to your to-do list. Here are 6 smart tax moves that may lower next year’s tax bill.

Be sure to leave room on your to-do list for key tax moves — some of which can lower next year’s tax bill.

12/16/2021

Here are six ways grandparents can turn their monetary gifts into financial security for their grandchildren now and in the future.

Creative ideas for giving grandchildren gifts of money that combine fun and financial literacy plus have potential future payoffs and tax advantages.

12/02/2021

The FBI estimates that seniors lose more than $3 billion each year to scammers. This article provides patterns that can help you recognize a scam.

Older adults tend to lose the most money to scams because criminals target them with costly schemes. Here's how you can protect yourself.

11/18/2021

The IRS announced an increase in contribution limits for workplace retirement plans in 2022. Take a look at the changes that will go into effect for retirement savers next year.

Next year you’ll be able to sock away an extra $1,000 in your 401(k). Annual individual contribution limits for the 401(k) and many other workplace retirement plans will rise to $20,500 in 2022 from $19,500 in 2021, the Internal Revenue Service (IRS) announced on Nov. 4. This isn’t part of Presi...

11/11/2021

This month we give thanks to our military men and women and their loved ones who support them every day. The sacrifices you make for your families and ours will never be forgotten.