Chang "John" Lee, Financial Advisor with Eagle Strategies LLC

01/12/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

10/01/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

07/03/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4klwqRA may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

06/02/2025

What separates businesses that merely survive economic turbulence from those that emerge stronger? Learn more.

What separates businesses that merely survive economic turbulence from those that emerge stronger?

06/01/2025

The Great Recession inspired money lessons relevant for any economic crisis. Find out which ones still apply today that could be useful for your situation.

05/31/2025

Despite the current economy proving to be wobbly and uncertain, this might be the perfect opportunity to rethink your strategies and take advantage of gaps in the marketplace.

With the economy in flux, many entrepreneurs are restricting marketing dollars. This is the perfect time to allocate dollars and dominate your industry.

02/20/2025

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Take a look at this article for guidance on planning as a couple for the future.
https://bit.ly/3CPPhou

12/26/2024

Scammers are finding more creative and realistic ways to target shoppers and steal their personal information. These are some of the most common holiday scams happening now.

Protect your wallet and peace of mind with these essential tips on how to avoid holiday scams.

11/26/2024

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

11/07/2024

After decades in the work world, here's how retirees can move beyond their career identities and embrace retirement.

Retiring after decades in the work world can bring up issues related to identity and lifestyle. Here's how retirees can move beyond their career identities and embrace retirement.

10/28/2024

Learn more about life estates and the significant benefits they can have on estate planning.

A life estate is a type of interest in real property. It lasts for the duration of a specific person's lifetime. When that person passes away, the property is transferred automatically to those who have a remainder interest in it. Life estates have some significant benefits for estate planning. L

09/05/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/3TgCQa6