Avshalom Gad, CFP LL.B, CLU Financial Adviser, Eagle Strategies LLC

Avshalom Gad, CFP LL.B, CLU Financial Adviser, Eagle Strategies LLC We provide clients with clarity, confidence and peace of mind.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4v0KnKn

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/43v5ZTG

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/01/2026

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11595 N Meridian Street, Ste 850
Carmel, IN
46032

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