Field Financial Strategies

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Field Financial Strategies Providing quality financial strategies, and offers insurance and financial services to businesses an Joel Field is not licensed in all jurisdictions.

Field Financial Strategies is not owned or operated by NYLIFE Securities or its affiliates. Joel Field with Field Financial Strategies provides quality financial strategies and offers insurance services, financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Joel Field is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency, 420 Lexington Avenue, 15th Floor, New York, NY 10170 646.227.8000. Joel Field is registered as an investment adviser representative with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Joel Field (CA Insurance License ) is not licensed to sell insurance in all jurisdictions. Neither Field Financial Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
10/09/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/07/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/05/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
09/29/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
09/24/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
09/22/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

09/17/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
09/15/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
09/10/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.
09/08/2026

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

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75 E. Wilson Bridge Road, Suite C-1
Worthington, OH
43085

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