Here are some resources that will help you in your financial planning:
Your Financial Goals
To gain insight into progress toward your financial goals and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below:
Retirement
Planning for Healthcare Costs in Retirement
How to Maximize Your Social Security Benefits
Estate Planning
Talking to Your Adult Children about Estate Planning
A Step-Up in Basis and Why it Matters in Estate Planning
Investments
The Value of Trusted Advice in a Turbulent Market
Putting Market Volatility to Work for You
Articles
Newsletters
4-2025 Scott Schechter's Financial News Digest
2-2025 Scott Schechter's Financial News Digest
12-2024 Scott Schechter's Financial News Digest
10-2024 Scott Schechter's Financial News Digest
8-2024 Scott Schechter's Financial News Digest
4-2025 Eagle Strategies Quarterly News
12-2024 Eagle Strategies Quarterly News
9-2024 Eagle Strategies Quarterly News