Eagle Plans

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We offer a team approach to financial planning and a broader scope of expertise than you will likely find in any one person.

Key figures that taxpayers need to know for 2020 03/09/2020

A leading question from clients is "What is my tax bracket?" Here are the key numbers they need to know for 2020.

Key figures that taxpayers need to know for 2020 The Internal Revenue Service recently announced the tax rates and contribution limits for 2020, including key figures that investors will want to consider.

The kiddie tax changes, again 03/06/2020

The SECURE Act made changes to the kiddie tax. Here's what clients with custodial accounts will want to know.

The kiddie tax changes, again The recently-passed SECURE Act provides for many changes to retirement accounts as well as changes to some tax-related items such as the kiddie tax.

'Chernobyl-like' response by China means 'worst is yet to come' for coronavirus, Raymond James says 02/19/2020

'Chernobyl-like' response by China means 'worst is yet to come' for coronavirus, Raymond James says Raymond James warned that the "worst is yet to come" as the coronavirus outbreak rages on.

‘I Feel Very Torn Between My Child and My Dad’—Demands Intensify for the ‘Sandwich Generation’ 02/13/2020

‘I Feel Very Torn Between My Child and My Dad’—Demands Intensify for the ‘Sandwich Generation’ As aging population swells, those caring for both children and parents face growing pressures.

Raymond James | WEEKLY MARKET SNAPSHOT - www.raymondjames.com 02/11/2020

Raymond James Chief Economist Scott Brown recaps economic activity in the Weekly Market Snapshot.

Raymond James | WEEKLY MARKET SNAPSHOT - www.raymondjames.com www.raymondjames.com

Photos 12/09/2019

Is your investment portfolio aligned with your retirement goals? Call me to discuss a strategy to help you fund a financially secure retirement.

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Metuchen, NJ
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