EagleStone Tax & Wealth Advisors

03/07/2025

Whether you’re focusing on your 2024 tax filing, or looking ahead at tax planning for 2025, our Key Numbers 2025 provides important information and updates you should know. Our 30-page report includes key planning numbers covering federal income tax tables; standard deduction limits; investment planning; retirement planning; education planning; investment planning; health care planning, and more. Access Key Numbers 2025 here: https://tinyurl.com/2rkut9c8

06/19/2024

Juneteenth represents freedom, liberation, and equality.
EagleStone is proud to commemorate this important day.

05/27/2024

01/25/2024

Saving for college doesn’t have to be as complicated as college itself.

Here’s a crash course on saving for college.

01/15/2024

EagleStone Tax & Wealth Advisors is proud to honor this holiday and recognize a great leader who continues to inspire us today.

12/06/2023

Did you know there are tax planning moves you can make before the end of December that could save you money on on your 2023 taxes? Check out our 2023 Year-End Tax Planning Guide for strategies that could help. http://bit.ly/3NgUyXV

11/22/2023

The EagleStone Team wishes you and yours a safe, healthy and bountiful Thanksgiving celebration.

10/25/2023

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

10/18/2023

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

10/12/2023

Obligation or opportunity? It's a key question to ask when evaluating strategies for your family's future.

The importance of life insurance, how it works, and how much coverage you need.

09/13/2023

Buying a used clean vehicle not only saves money on your vehicle purchase; it can also get you a credit. is letting taxpayers know they can claim up to $4,000 on their qualified used clean vehicle purchase. Make sure you know which vehicles qualify before you make your purchase.

Learn more: https://ow.ly/2gof50PEAbN