Bill Hagerty, Financial Adviser with Eagle Strategies, LLC

Bill Hagerty, Financial Adviser with Eagle Strategies, LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC Branch Address 2999 Douglas Blvd. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am 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. Suite 350 Roseville, CA 95661. 916-774-6262 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0B47519. 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.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
05/18/2026

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.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on the due date for filing your federal tax return ...
05/15/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on the due date for filing your federal tax return and other tax filing subjects.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/13/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/11/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mo...
05/07/2026

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
05/05/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can a...
04/23/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
04/22/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
04/21/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

Address

2999 Douglas Boulevard, Ste 350
Roseville, CA
95661

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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