Pilar Zosa, Financial Advisor with Eagle Strategies LLC

02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

02/23/2026

Life insurance is love insurance!

02/18/2026

You can't always predict the future, but you can give yourself and your loved ones peace of mind.

02/16/2026

We could fill a book with all the ways life insurance shows your family you love them.

02/13/2026

Last week I had coffee with a local realtor, and our conversation clearly stuck with him — because he wrote a blog about it.

He shared something powerful: the day you sign your mortgage is actually the day your family’s need for protection is at its highest.

We insure our cars immediately.�We protect our phones with cases.�But many families haven’t reviewed their life insurance or estate plan since buying their home.

As a mom, that question always hits differently:�If something happened to me, would my family be able to stay in our home without worry?

I’m grateful for professionals in our community who care about the bigger picture — not just buying homes, but protecting what happens inside them.

I’m sharing his blog below. If it gives you something to think about, my door (and phone) is always open.

Last week I did something I rarely do: I took a networking coffee meeting as a favor to a friend. Usually

01/02/2026

The holiday season was a welcome time to slow down, reflect, and reset.

I hope everyone enjoyed meaningful time with family and friends. Wishing you all a very Happy New Year!

As we step into the year ahead, I’m excited to reconnect, continue building strong relationships, and move forward with focus and purpose. Looking forward to what 2026 brings and to working together in the months ahead.

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/15/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

11/13/2025

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/43ukDuZ

10/16/2025

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!