Sauser Financial, LLC

Sauser Financial, LLC Sauser Financial has been helping clients choose the best path toward their ideal future since 1999. Brian P. Additionally, Brian P.

Sauser, CFP® is a Financial Advisor providing advisory services through Eagle Strategies, LLC, a Registered Investment Advisor. Sauser, CFP® is a Registered Representative offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC, a Licensed Insurance Agency. Sauser, CFP® is also an Agent licensed to market insurance through the New York Life Insurance Company and may be licensed with

various other independent unaffiliated insurance companies. Sauser is not licensed in all jurisdictions. Neither Sauser Financial, LLC nor its employees or New York Life and its agents render specific tax, accounting or legal advice. As with all matters of a tax or legal nature, please consult with your tax or legal advisor. Sauser Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered branch address:
924 Patricia Ann Dr
Dubuque, IA 52003
563-564-5155

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4y3VrsS

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and pro...
06/24/2026

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

A retirement healthcare plan that focuses on prevention and personalized medicine could help you avoid the complications...
06/23/2026

A retirement healthcare plan that focuses on prevention and personalized medicine could help you avoid the complications that can drive up healthcare costs.

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to kno...
06/22/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

Happy Father’s Day to all the fathers out there!
06/21/2026

Happy Father’s Day to all the fathers out there!

06/21/2026

Here's how to try to protect your credit health when no one else wants to.

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, ...
06/20/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a ...
06/19/2026

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a parent in their 90s without them knowing.

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/18/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.
06/17/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.

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Dubuque, IA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3:30pm

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