Robert Shoneck, Financial Adviser - Eagle Strategies, LLC

03/07/2024

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

11/13/2023

If you’re nearing retirement, prepare yourself for the moment by asking yourself these four important questions about your next phase in life.

Prepare for your moment of liberation from the daily grind, aka retirement, with the answers to these important questions about your next phase in life.

05/01/2023

No matter how successful you are, there's always room for more. More financial protection. More tax-advantaged strategies. More ways to build your wealth. Learn how our accumulation-focused life products can help your family get more out of your insurance.

Grow your wealth while investing in your future with Accumulation Life Insurance from New York Life. Secure Wealth Plus and Market Wealth can do just that.

03/30/2023

Is it better to claim Social Security benefits early or late? Use this analysis to help you decide when you should claim your benefits.

Unfortunately, many seniors are unprepared for this tough decision.

03/30/2023

Learn why planning, consistency, patience, and discipline are the key to long game wealth building.

There are no shortcuts when it comes to building wealth. It’s all about your long game, which requires planning, consistency, patience and discipline.

10/28/2022

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

Playing retirement catch up isn't easy. Learn how to start planning for retirement late with these steps and considerations.

10/27/2022

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

02/03/2022

Looking for a little more certainty with your money? Check out this very special guaranteed interest rate. It’s only available this week, so contact me today!

01/27/2022

This article explores why its important to pay yourself first and how pay yourself first budgeting works.

The pay-yourself-first method of budgeting prioritizes savings goals over monthly expenses and discretionary spending.

01/13/2022

Here is a guide of key dates in 2022 of what retirees need to do and when to avoid missing financial deadlines.

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.

01/03/2022

The guidance you will receive will be personalized with your goals in mind, so your needs are met. Contact me to discuss this further.