Wendy Feldman, The Feldman Agency

Wendy Feldman, The Feldman Agency We hear the concerns people have about their financial situation and help them feel good with the so Wendy Feldman is not licensed in all jurisdictions. Ray Rd.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Wendy Feldman is 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. Eagle Strategies LLC and NY

LIFE Securities LLC are New York Life Companies. Her California Insurance license number is LD0708659. Neither The Feldman Agency nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Feldman Agency is not owned or operated by New York Life Insurance Company or its affiliates.

2380 W. Suite 2 Chandler, AZ 85224
480-968-4474

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playi...
06/25/2026

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

Start your life together with honest financial conversations.Talking about money can be an emotional, especially when tw...
06/23/2026

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
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A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
06/23/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
06/18/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
06/16/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

The right plan now can help shape the retirement you want.The years leading up to retirement are full of possibility and...
06/11/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
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For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave...
06/09/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial dec...
06/04/2026

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/4ueXKG6

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:https://bit.ly...
06/02/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:
https://bit.ly/4fX0Hrn

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
05/28/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

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Chandler, AZ
85224

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