Kathleen Phillips MBA Financial Advisor at Eagle Strategies LLC

06/23/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

06/15/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

06/11/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4vIk1x9

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/09/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/3SbdE79

06/05/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

05/29/2026

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4e9EF3n

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/27/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.