Judith Klebanow CFPr, Wealth Advisor with Eagle Strategies LLC

Judith Klebanow CFPr, Wealth Advisor with Eagle Strategies LLC Wealth Advisor
offering investment advisory services through Eagle Strategies LLC

I offer 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Wealth Advisor offering investment advisory services through

Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 420 Lexington Avenue, 15th Floor, New York, NY 10170, Tel: 646-227-8580. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I hold the FINRA Series 7, 63 and 65 securities licenses and I am life and health licensed in NY, NJ, FL, RI, TN, TX and CA* My CA license number is .
*I am not licensed in all jurisdictions.

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

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

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
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.

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

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and...
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.

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the ...
06/09/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

You’ve heard the term “strong dollar” throughout your life but if someone asked you to define it, could you? Here’s what...
09/21/2022

You’ve heard the term “strong dollar” throughout your life but if someone asked you to define it, could you? Here’s what you need to know about what a strong dollar means for your finances.

Here's what a slew of economists say about a strong dollar and how it may hurt or help you.

Everyone has built a financial strategy that they believe will help them achieve their financial goals. Changes to their...
03/02/2022

Everyone has built a financial strategy that they believe will help them achieve their financial goals. Changes to their circumstances, either personal or financial, may require a need to reevaluate those strategies.
Join us for this free informational session that can help you put it all in perspective.
Date: Thursday, March 3, 2022
Time: 4:00 p.m. Eastern
Registration link: https://nylife.zoom.us/webinar/register/WN_Iq8KVrfPTDW6xaBT48rIvw
Registration code: 0136013
This seminar and insurance sales presentation is for informational purposes only. Neither New York Life nor its affiliates or their professionals provide, tax, legal, or accounting advice. Please consult your own professionals for advice specific to your circumstances.
Attendees are not required to purchase any products or services.

12/24/2020

Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.

Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong ne...
12/19/2020

This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter what—or when—they may be.

Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

12/14/2020

In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.

What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

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