Eagle Team Financial Pros

05/02/2024

If you won the lottery and had the option to take the cash or the annuity payments, what would you choose?

In the same line of thought, If you had the cash to pay for a house outright, would you? Does it make financial sense, or should you get a mortgage?

Join us at LIVE at 4:30pm for Mortgage Master Move to answer this question - there are various financial considerations including negative amortization, cash on-hand, interest, rate of return on investments. Let's dive into this interesting financial concept.

Link to join in comments!

10/31/2023

Happy Birthday to Keith Lester! Thanks for all you do!

10/17/2023

During this call, Chris goes over investing using
"covered call" options. You'll learn what they are and how they work. Check it out: https://smpl.is/7u8pe

10/07/2023

During this video, we will delve into the intriguing concept of the "Horse Race" and take a closer look at the three primary tax environments in which we channel our savings and investments: taxable, tax-deferred, and tax-free accounts. By comparing these approaches, we aim to equip you with a comprehensive understanding of how to optimize your financial growth potential.

Watch now: https://smpl.is/7u8p5

09/26/2023

Shoutout to Chad Castle - Happy Birthday! You rock!

09/22/2023

Check out last week's call here:

In this week's session, we will delve into the September Market GPS. This call serves as an excellent opportunity to gain valuable insights into market dynam...

09/11/2023

09/01/2023

Our office will be closed Monday, September 4th in observance of Labor Day and we will resume normal business hours on Tuesday, September 5th.

Hoping all of our friends and colleagues have a nice long weekend and take some time to celebrate and appreciate all of the hard work you do!

08/18/2023

Oftentimes there is a large shortfall between income and the cost of long-term care. What do you do if you don't already have a plan like traditional long-term care insurance?

Do you worry about Medicaid spend down? Moving to a cheaper facility? Do you spend down assets to the detriment of your estate?

Now, we have a solution for those currently in a long-term care situation (whether receiving care at home or a facility) or those who are about to start receiving formal paid for care. This solution can help preserve your estate while covering your shortfall for care for life.

Check out the video to learn more about the solution or give us a call at 732-302-1810.

Link in comments!

08/18/2023

SHOUTING HAPPY BIRTHDAY TO CHRIS LESTER!

Happiest of birthdays to you - thanks for all you do! You are always willing to teach, are patient, and fun to be around. Your hard work and determination is an inspiration to all.

May your birthday weekend be nothing short of extraordinary!

- PPS, EFS & EagleTeam Staff

08/17/2023

🕰️🌟 "The Future is purchased by the present" - Samuel Johnson 🌟🕰️

How do we secure our futures? By making smart decisions in the present. 💡

One such decision could be investing in a Kai-Zen strategy.📈💰 Kai-Zen, a unique strategy that utilizes bank financing to help high-income individuals fund a life insurance policy, allows us to protect our loved ones while also building tax-advantaged savings for retirement.

Kai-Zen leverages additional funding to create larger benefits, safeguarding your future and enabling you to live a life of financial freedom and security.

Let's not just envision our futures, but actively shape them. Remember, the actions we take today determine the security and prosperity of our tomorrow. 💪🔮



See link in comments to estimate your benefits today.

07/18/2023

Today, I wanted to take a moment to acknowledge the incredible achievements of Kate Erchick, who many of you know as my "right hand." Kate has been an invaluable asset to our team since joining us right after her graduation from Rutgers over 12 years ago.

Kate's unwavering dedication and skills have made her an indispensable part of our office, acting as the catalyst that keeps everything running smoothly. It is with great pleasure that I announce her recent accomplishment in passing the Series 65 exam. This milestone is a testament to her relentless hard work, perseverance, and commitment to professional growth.

I would also like to emphasize the remarkable feat she has achieved while balancing the responsibilities of being a parent to three young children. Kate's ability to juggle multiple roles and excel in each of them is truly commendable.

Please join me in extending our warmest congratulations to Kate for her well-deserved success. Her achievements serve as an inspiration to us all and remind us of the remarkable heights we can reach through determination and passion.

Thank you for your attention, and let us continue to support and celebrate one another's accomplishments!

- Chris Lester, ChFC®, RICP®, CCPS®, NSSA®, CLTC®
Professional Planning Services & Eagle Team, a Simplicity Company