Judith Klebanow CFPr, Wealth Advisor with Eagle Strategies LLC

08/10/2026

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

06/04/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

04/04/2026

More homeowners now hold mortgages near today’s rates, which could weaken the lock-in effect and bring more homes to market in 2026.

As mortgage rates stabilize and fewer owners hold ultra-low loans, the lock-in effect may be losing its grip.

03/18/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

03/12/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/07/2026

Letting a relative stay in a second home or inherited property can quietly change your insurance coverage and leave you exposed to costly liability claims.

02/20/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

11/24/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.