Curt Rasmussen, Financial Advisor with Eagle Strategies LLC

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

In Your 20s and 30s? Why You Don't Need a Six-Figure Salary to Be a Future Millionaire Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

I recently attended an excellent conference for top investment producers from around the country where we listened to some outstanding speakers and panel discussions. It was great to see and meet peers from all parts of the US and share best practices and fellowship.

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

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What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

Life Insurance Planning for The Merely Well-to-Do It’s about visualization and optionality.

Here’s what you should know about the hidden economic value of unpaid work.

Life Insurance for Stay-at-Home Parents: Why It Matters Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Why 'Locking' Your Social Security Number Is the New Credit Freeze Here is how to keep your Social Security number private in an age of aggressive cybercriminals.