HAYA Financial Strategies & Insurance Agency

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- and short-term goals.https://www.eaglestrategies.com/public_files/Ways_to_Invest_in_Stocks_-_Eagle_final.pdf

Think it’s too early to be worried about your tax bill? Not at all. Now is the time to look closer at your investment losses and gains for the year.
https://www.eaglestrategies.com/how-offsetting-gains-work/

Deferring your income to a later year can help trim your tax bill—and get you closer to your long-term goals. Learn how with these five strategies. http://www.eaglestrategies.com/public_files/Smart_Strategies_to_Boost_Your_Savings_-_final.pdf

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.https://www.eaglestrategies.com/public_files/Planning_Essentials_-TaxLoss-Harvesting-Eagle-final.pdf

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.http://www.eaglestrategies.com/public_files/Do_You_Have_a_Retirement_Income_Gap_-_Eagle_final.pdf

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for 2024.http://www.eaglestrategies.com/public_files/Year-end_Tax_-_Extended_-_Final.pdf

Want to build a more secure retirement? According to an article in Barron’s, you should consider adding whole life insurance to your portfolio. Take a moment to check it out and let me know if it’s something you want to discuss.

Barron's | Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It. A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly

The “Great Resignation” has seen many of us reassess our careers in search of a new path. Perhaps this describes you or someone you know. If so, now is a good time to reevaluate your financial situation. The first step is outlining your financial goals.

The world has changed quite a bit over the last few years. This has caused many of us to pause and reevaluate what we want in life. This is also a great time to assess your financial situation and establish some clear goals for the future. I can help you do that.

What do you really want in life? The “Great Resignation” has a lot of people asking this very question. I have another question for you. What are your financial goals? If you don’t have an answer to this question, I can help. Reach out to me and we set up a conversation about your future.

My office is hiring immediately!

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The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future.

5 strategies to diversify investments | New York Life It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

If there's one thing all the athletes in the big game have in common, it's being prepared. If you're the kind of person who doesn't like to leave anything to chance, this article can show you how whole life insurance can prepare you to meet life head on.

What is Whole Life Insurance? | New York Life What is whole life insurance? Learn more about whole life insurance quotes and how these types of policies work with New York Life.

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due dates and deadlines, in this article.

When Can You File Your Taxes This Year? | Kiplinger If you're an early bird when it comes to filing your tax return, you won't have to wait much longer before the IRS will accept your return.

Not sure what’s considered a bad credit score? This article defines what a bad credit score is and provides techniques to help you improve and build a solid credit score.

Take These Steps to Fix Your Bad Credit Score With time and persistence, you can improve a bad credit score.

If you want to get your new year off to a great start, here are some quick and easy money moves to grow your retirement savings in 2022.

10 quick money hacks to boost your retirement savings in 2022 Even minor savings can add up to big gains over time

This article offers three steps to help you settle your mind and be still when you lose focus.

Council Post: Three Steps To Clearing Your Mind (So You Can Reach Your Goals) In 2022 Sometimes, when our mind wanders, it subconsciously points us towards key information that we need to think more deeply about.

Why not make the most of these cold, short days with cozy moments, dreams of summer, and a strategy for your family's future

Will, Trust, and Estate | New York Life Avoid complications by planning out your estate today. Learn more about the importance of planning ahead with a will, trust, or estate.

Shadow or no shadow, spring will be here before we know it. So let's start spring cleaning early this year and get your finances in order. Do you need a strategy? Let's talk.

5 strategies to diversify investments | New York Life It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

This , we come together with love, hope, and appreciation for all those working towards a future free of cancer.

Ready for tax season? Learn the advantages of filing jointly versus separately as a married couple and reach out if you need help getting organized.

Filing When Married: Jointly vs Separately | New York Life Wondering if you should file your taxes jointly or separately when married? Learn why some married couples choose to file their taxes separately.