Gabrielle Bevilacqua, Financial Services Professional with New York Life

11/30/2023

While market volatility can be unsetteling, it's inevitable - so don't loose sight of your long-term goals. Here are tips for staying focused.

11/28/2023

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

11/21/2023

Do you know how the Secure Act 2.0 may impact your retirement planning? Here’s how.
http://www.eaglestrategies.com/public_files/Secure_Act_2.0_-_Key_Highlights_for_Individual_Investors_-_Eagle_-_final.pdf

11/16/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

11/14/2023

After age 72, you're required to start withdrawing from your retirement savings. While many retirees use their required minimum distributions to cover expenses, here are some other ways you can use RMDs to make your retirement A-OK.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, rules and how RMDs can be used.

11/09/2023

With the holidays just around the corner, don't forget to bring any important financial matters to the table. Where does Dad keep the deed to the house? Are your beneficiaries up to date? While these topics can sometimes be difficult to talk about, having discussions like these can help strengthen family bonds and bring greater peace of mind about the future. Read these tips and reach out if you need more guidance.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

11/02/2023

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

10/31/2023

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities, and decide which is best for you.

10/26/2023

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.
http://www.eaglestrategies.com/public_files/Do_You_Have_a_Retirement_Income_Gap_-_Eagle_final.pdf

10/24/2023

Saving for retirement while saving for your child's education isn't impossible—it just may take a little creativity. For instance, did you know you can use Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts to help pay for college? Click here for more tips and reach out if you want to chat.

Learn more about the best ways to save for your child's college education while also meeting your retirement goals.

10/22/2023

There's nothing more beautiful than a fall wedding. As the leaves change, so do the lives of you and your partner, and your finances will play a key role in how you plan your shared future. From being honest with each other about your finances to establishing spending thresholds, here are some tips that can help the both of you successfully manage your money.

Knowing how to manage finances in a marriage can give newlyweds security with their money. Read through some budgeting ideas for couples.

10/19/2023

Typically, the first step to financial freedom is getting rid of debt. But if that's all you focus on, you'll miss out on saving for the future. Learn why investing while paying off debt is so important and together we can come up with a strategy that works with your budget.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.