Kevin D. Gates, CLU, RICP, Financial Advisor with Eagle Strategies LLC

01/27/2023

For over 175 years we’ve been developing life insurance solutions that meet a variety of needs. That is why we launched New York Life Million Plus Level Term, a new term insurance policy that offers death benefit protection of $1 million or more.

New York Life explains how it meets consumer needs to ensure protection for $1 million or greater.

01/25/2023

What would happen if you couldn’t work due to a sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

01/23/2023

New Year's has come and gone, so it’s time to get to work on those goals. If money was on your list, learn how to help improve your financial literacy and increase your savings with these tips and strategies.

With these personal finance strategies from New York Life, you can easily get your financial situation in order and manage your personal financial risk.

01/19/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

12/31/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

12/29/2022

This article answers your Social Security questions about whether working before filing can incur the earnings test, full retirement age for survivor’s benefits versus retirement benefits, and more about widow’s benefits.

Today's Social Security column addresses questions about the whether working before filing can incur the earnings test, full retirement age for survivor's benefits versus retirement benefits and more about widow's benefits.

12/27/2022

ThinkAdvisor presents statistics on just how committed Americans are to preparing for retirement despite economic uncertainty.

While worrying stats on retirement preparedness make headlines, there's also plenty of good news to celebrate.

12/02/2022

Inflation is bringing some great news for retirement savers who are looking to maximize their contributions to their accounts. Here’s how you’ll be able to shelter more of your income from taxes in 2023.

The IRS has good news for retirement savers. Contributions limits to popular retirement plans are increasing in 2023. I'm excited about the potential tax savings.

11/30/2022

Here are four ways you can take advantage of a down market and improve your financial situation.

With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

11/28/2022

New York Life’s latest Wealth Watch survey found that people are coping with inflation by adjusting debt management and investment strategies. Take a look at other ways people are addressing economic concerns in this article.

NEW YORK, November 09, 2022--As inflation continues to pose challenges for American adults’ financial strategies, New York Life’s latest Wealth Watch survey has found that people are coping by adjusting debt management and investment strategies, although the financial guidance informing these st...

11/13/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

11/07/2022

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.