Gerard St-Cyr, Financial Adviser with Eagle Strategies LLC

10/30/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4yKhwfb

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

10/27/2026

Jack wanted to reduce estate taxes, ensure his life insurance proceeds would be used wisely, and protect his assets for future generations. Jack learned that by establishing an irrevocable life insurance trust, he could address all these worries effectively. Watch Jack's story to see how an ILIT reduced his taxable estate, minimized his tax liabilities, and maximized the inheritance for his loved ones. To discover how an ILIT can benefit you and your family, reach out today and let us help you secure your legacy for future generations.

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10/27/2026

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10/23/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/22/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/21/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.