Bruce Usher CHFC, with Usher & Associates LLC.

03/31/2025

Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.

03/20/2025

Why it's worth setting up a Social Security representative payee.

Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.

08/13/2024

U.S. and global markets are under pressure. Recent data has shown that a gradual economic deceleration is underway, but the market’s sudden shift in narrative may be overblown for the short term. For the best ideas from New York Life Investments’ Global Market Strategy team, visit: https://bit.ly/4cmFi5z

05/07/2024

The Managing Partner for New York Life stopped by to give me this plaque for 40 years of service.
He said he was pleased to see that I’m getting the hang of this job. 

12/19/2022

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

11/29/2022

Small business owners can use these seven tax-saving strategies to lower their tax liabilities by the end of the year.

Now is the time business owners need to do their tax planning. The higher your income the more valuable tax planning can be. Why give the IRS a giant tip?

11/29/2022

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more.
https://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

11/17/2022

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.
https://www.eaglestrategies.com/public_files/Marketing-Minute-Education-Funding_-_final.pdf

06/21/2022

Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.

Maintain the lifestyle you've earned with a steady monthly income, now through retirement. Discover how you can receive immediate annuity with New York Life!

05/31/2022

Do you want to know what Retirement should look like ?

Meet valued clients, Beverly and Dean. They saved diligently and keep spending in check. Retired just last year. They remembered our discussions about the three stages of retirement: The Go-Go years, The Slow-Go years and the No-Go years. She said in our meeting last week, I know the accounts have declined, but we are in the Go-Go years and we aren’t going to miss it. They shopped low cost flights – didn’t stay in the best hotels. But they are experiencing life in the ways we have planned for. They already have a trip planned for this fall. They are an inspiration !

05/31/2022

We all know there are many factors that contribute to being financially secure in retirement, but did you know that gender could be one of them? Learn how men and women differ when it comes to retirement preparedness.

New data from New York Life points to the disparity between men and women and their attitudes about retirement preparedness.