Kara E. Tavernier, LUTCF Financial Advisor with Eagle Strategies LLC

09/23/2025

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.

05/19/2023

We’re thrilled to announce that our MainStay Funds were named one of Barron's Best Fund Families for 2022. In uncertain times like these, you need highly-rated solutions that work for you. Learn more here. https://bit.ly/3pV0OMe

Disclaimer: All Investments are subject to risk and will fluctuate in value.

For more information about MainStay Funds®️, call 888-474-7725 for a prospectus or summary prospectus. Investors are asked to consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus or summary prospectus contains this and other information about the investment company. Please read the prospectus or summary prospectus carefully before investing.

“New York Life Investments” is both a service mark and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. The MainStay Funds®️ are managed by New York Life Investment Management LLC and distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member FINRA/SIPC.

05/18/2023

50% of high schoolers failed a national financial literacy test, according to a study by the National Financial Educators Council. Here is a list of guidelines and actions to help the young adults in your life build their financial knowledge.

Even if you think you know critical information, do you really understand what it means and the impact it could have on your standard of living later in life?

05/17/2023

Join us for NYL’s Power of Knowing webinar on May 23, 2023, at 2 PM EST with Mary Beth Franklin, award-winning journalist and columnist, discussing how to make the most out of Social Security. Register now at:
https://bit.ly/3Mhkem7

04/14/2023

We invite you to watch Ed Slott - renowned IRA expert and Professor of Practice at The American College of Financial Services, discussing how you can protect your retirement income from taxes.

View on-demand any time before 4/15/2023: https://bit.ly/3zXaxTV

03/31/2023

We invite you to watch Ed Slott - renowned IRA expert and Professor of Practice at The American College of Financial Services, discussing how you can protect your retirement income from taxes.

View on-demand any time before 4/15/2023: https://bit.ly/3U2hI6O

03/17/2023

We invite you to watch Ed Slott - renowned IRA expert and Professor of Practice at The American College of Financial Services, discussing how you can protect your retirement income from taxes.

View on-demand any time before 4/15/2023: https://bit.ly/3Z0TnyN

02/09/2023

If you had a loan against your 401K and you default this will be considered taxable income in the year that you default. If you've been terminated from your employment voluntarily or involuntarily, there is no exemption for this income. ⁠
⁠
#1040

09/30/2022

When it comes to paying for your child's education, thinking outside the box can be a smart idea. Learn how adding whole life insurance to your savings strategy can give you the help you need to start them off on the right foot.

09/30/2022

Only 4 in 10 workers believe their employer does a good job in communicating what life insurance benefits are available to them. As a New York Life agent, I am specialized in providing financial guidance to you and your employees. Let's talk about the available options for you.

Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

09/29/2022

Your home is at the heart of your family, so why not protect it the same way? Learn how life insurance can help protect the place your family calls home, no matter what the future may bring. https://hearsay.social/3y1TbER

09/27/2022

Life insurance is not just a great way to protect against the unexpected, but it can also be a powerful financial tool for you and your family. Here are 5 reasons to add whole life insurance to your financial strategy. https://hearsay.social/3UCOPhr