Sarah Foley, Financial Advisor with Foley Financial Group

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Sarah Foley, Financial Advisor with Foley Financial Group

Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC is a New York Life Company.

Sarah Foley is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Sarah Foley is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Sarah Foley is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Sarah Foley is not licensed in all jurisdictions. Neither Foley Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Foley Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. 601 W. Riverside Ave, Suite 1600, Spokane, WA 99201, 509-747-5151. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

10/28/2026

Want more of your retirement income to potentially be tax-free?

A Roth IRA can be a powerful way to save for retirement. Contributions are made with after-tax dollars, which means qualified withdrawals in retirement are generally tax-free. Roth IRAs also don’t require the original owner to take required minimum distributions during their lifetime.

But before you contribute, make sure you’re eligible. The IRS sets annual contribution limits, and income limits can reduce or eliminate your ability to contribute directly to a Roth IRA.

If you’re not sure whether you qualify, how much you can contribute, or how a Roth IRA could fit into your retirement strategy, reach out. I’d be happy to help you review your options.

10/23/2026

Have an old retirement account from a previous employer?

When you change jobs, you may have several options for your prior employer-sponsored retirement plan. Depending on your situation, you may be able to leave it where it is, roll it into your new employer’s plan, roll it into an IRA, or take a distribution.

There isn’t a one-size-fits-all answer. Investment options, fees, taxes, and your overall retirement goals can all play a role in deciding what makes sense for you.

If you’ve changed jobs and aren’t sure what to do with an old 401(k), 403(b), or other workplace retirement account, it may be a good time to sit down with a financial professional and review your options.

10/18/2026

Inheriting money can come with more decisions than you might expect.

The tax rules and options available to you can vary significantly depending on what you inherit, whether it’s an IRA, 401(k), investment account, life insurance benefit, property, or other assets. Making decisions too quickly could have unintended tax or long-term financial consequences.

If you’ve recently become a beneficiary, this is an important time to meet with a financial advisor and understand your options before making any major financial decisions.

An inheritance can be an opportunity to strengthen your financial future. Make sure you understand what you’ve inherited and how it fits into your bigger financial picture.

10/08/2026

Midterm elections can bring uncertainty and periods of market volatility as investors react to changing expectations around policy and the economy. Historically, however, elections themselves have not been the primary driver of long-term market performance.

Investing should be focused on the long term, not the headlines of the moment. Staying focused on your goals and overall financial strategy can help keep short-term market swings in perspective.

If market volatility has you questioning your investments, consider meeting with a financial advisor to review your strategy and make sure it still aligns with your long-term goals.

10/03/2026

What could investing an extra $100 a month mean for your retirement 30 years from now?

It may not feel like a major change today, but consistently investing a little more each month could make a meaningful difference over time.

The longer your money stays invested, the more opportunity it has to benefit from compound growth. That means even a relatively small increase in your monthly retirement contributions today could have a much bigger impact on your future.

You don’t always have to make a dramatic change to make progress. Sometimes, it starts with an extra $100 a month.

Wondering if you’re saving enough for the retirement you want? Meeting with a financial advisor can help you look at where you are today and identify opportunities to strengthen your retirement strategy.

09/29/2026

Looking for a little more certainty with your money?

With market uncertainty, having a portion of your financial strategy focused on stability and predictable growth can provide valuable balance. The New York Life Secure Term MVA Fixed Annuity is currently offering a 5.30% annual guaranteed initial interest rate for 3 years, based on a $100,000 premium.

If you have cash sitting on the sidelines or are looking for ways to add more stability to your retirement strategy, reach out and we can discuss whether a fixed annuity may fit into your overall financial goals.

Rates are subject to change. Guarantees are based on the claims-paying ability of the issuer.

09/28/2026

How much should you have invested for retirement by 30, 40, or 50?

A commonly used financial guideline suggests aiming for:

Age 30: 1x your annual income
Age 40: 3x your annual income
Age 50: 6x your annual income

So, if you earn $100,000 per year, that could mean aiming for around $100,000 invested by 30, $300,000 by 40, and $600,000 by 50.

These are guidelines, not rules. Your ideal retirement savings will depend on your goals, lifestyle, income, retirement age, and the other resources you expect to have available.

Not sure if you’re on track? Meeting with a financial advisor can help you understand where you stand today and what steps you can take toward the retirement you want. Reach out to schedule a financial review and start the conversation!

09/23/2026

A lot of people think they need to have a certain amount of money before working with a financial advisor. The truth is, getting started early can make all the difference.

If you're ready to build good financial habits and gain confidence in your future, I'd love to help. Reach out to schedule a complimentary consultation!

09/18/2026

September is Life Insurance Awareness Month!

Life insurance is about protecting what you’ve built and supporting the people and goals that matter most to you.

Whether you’re reviewing existing coverage or simply curious about your options, this month is a great opportunity to learn more. I’m always happy to be a resource and answer questions!

09/13/2026

Going through a divorce can be emotionally and financially overwhelming. If you or someone you know is navigating this transition, I'd be happy to help.

In meetings, I provide guidance, answer questions, and help you understand your financial options so you can move forward with confidence.

If this could benefit you or someone you care about, feel free to reach out to schedule a consultation.

Address

5727 N Division Street, Suite 15
Spokane, WA
99208

Website

https://foleyfinancialgrp.com/

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