Susan Whittington, Financial Adviser | Eagle Strategies LLC

12/29/2023

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.

12/20/2023

Findings from Morningstar’s “The State of Retirement Income:2023,” suggests that a starting withdrawal rate of four percent from your retirement portfolio can deliver a 90% success rate of not running out of funds over a 30-year period. Here’s why.

Morningstar's annual retirement income study had some “somewhat surprising findings,” Christine Benz said.

12/12/2023

The Federal Reserve is going to shock investors next year by aggressively cutting interest rates amid a slowing economy, according to UBS. Learn how this cut will affect retail spending, the unemployment rate and more, in this article.

"We expect substantially slower growth in 2024, a rising unemployment rate, and meaningful reductions in the federal funds rate," UBS said.

12/07/2023

These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.

Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...

11/13/2023

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10/12/2023

Here’s how you can build a portfolio of retirement income that can last a lifetime using these strategies.

It’s best to plan as if you’ll need your retirement paychecks to last for 20 to 30 years.

10/12/2023

With over 13 million businesses, women have left an invaluable impact on our local communities. At New York Life, we celebrate the countless accomplishments of female entrepreneurs. Learn more about our solutions that meet the challenges of women-owned businesses.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

09/21/2023

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about when to start receiving your benefits. Here’s are the biggest myths experts see and how to choose the best strategy thats right for you.

When to claim Social Security benefits is one of the biggest decisions you will face in retirement. Experts say having the right information is key to success.

09/21/2023

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?

*https://www.nasdaq.com/articles/66-of-americans-are-worried-theyll-run-out-of-money-in-retirement-here-are-7-tips-to-make

09/11/2023

Do you know that millennials are expected to inherit more than $68 trillion dollars in the coming years? As this article points out, that would make them the wealthiest generation in American history.

The wealth handover will have a significant impact on the economy. Millennials are expected to hold five times as much wealth as they do today by the 2030s.

09/04/2023

The cost of nursing homes and adult care grew by 2.4 percent in July. While Medicare may cover some of your expenses, it would be wise to get your long-term care planning on the right track.

The cost of nursing home and adult care grew by the largest amount in July — have you made a plan?

08/31/2023

While no one can perfectly predict the stock market’s future, here’s what experts think it might look like for the remainder of 2023.

The stock market performance during the first half of 2023 has been rosier than expected, with the S&P 500 surging more than 18% so far this year. While most investors are thrilled by this growth,...