Caleb Allen, Financial Adviser with Eagle Strategies LLC

11/07/2023

11/07/2023

08/04/2023

Happy ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a difference.

07/04/2023

From backyard BBQs to fireworks in the park—hoping your Fourth of July is filled with food, family, and fun! From my family to yours, happy .

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/06/2023

Did you know in the past 25 years, small businesses have generated 12.9 million net new jobs? This accounts for 2 of every 3 jobs added to the economy. As we conclude this , consider supporting small businesses by being social and shopping local.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

04/14/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

04/12/2023

What would happen if you couldn’t work due to a sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

04/10/2023

Every 401(k) operates differently, and some plans have drawbacks that you need to plan around in retirement. Here are 10 things you should know about your employer-sponsored retirement plan.

When it comes to 401(k) plans, it's your money. But your boss and the government make the rules.

02/06/2023

Here are eight things to look for before you sign the dotted line on your business loan offer.

If you need funds for your enterprise, it can be very tempting to go for the first business loan on offer. However, there are a number of things you should look for before you sign on the dotted line.

01/25/2023

Are you a Maine business owner with 5 or more employees? READ ON for how new legislation is going to impact your business.

Starting April 2023, Maine will require that employers offer their employees a retirement plan if you don't already have one in place. Employees who don't have access to an Employer Sponsored plan will automatically be enrolled in a State Sponsored plan.

Don't leave your people's retirement options up to the State. If you'd like to have some say, for both you and your people, as to the plan you offer, please reach out to me. We can build a plan that fits your budget and company values, while meeting the State mandate.

Additionally, now is a great time to start a 401(k) plan with the generous Federal tax credits offered through the "Secure Act 2.0".
Let's talk about your 401(k) options, before the State sets one up for you.

Own a business elsewhere, but still have questions? Call me!