James R Zent, Financial Advisor with Eagle Strategies LLC

Financial security and retirement planning experts provide answers to important topics to help you plan for your golden years, such as caregiving, social security, and preparing younger generation for retirement.

Saving for yourself and others: caregiving and retirement There are many factors to consider when planning for retirement and calculating financial security, but one factor rarely gets the attention it deserves: caregiving. According to the TIAA Institute, one in five adult Americans provide uncompensated care to loved ones. This care typically requires 24...

The new year is a great time to plan for your financial future. Here are five financial resolutions to consider for 2024.

5 Financial New Year’s Resolutions for 2024 - NerdWallet Create some new financial resolutions for 2024, including getting a higher interest rate on your bank account, paying down student loans and more.

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

New York Life declares company record. We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

Are you, or your children, likely to inherit an IRA? If so, you may be surprised to learn that the rules have changed, and your tax bill may be larger than expected. This article gives a good overview of the new regulations—and how to manage them.

New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.