Site Map

Home

• Contact Us
• Contact Us
• Our Team
• Our Location
• Our Resources
• Services
• Holistic Process
• Physicians
• Dentists
• Pre-Retirees
• Retirees
• Newsletters
• Helpful Links
• Video Learning Library
• Contact Us
• Eagle Strategies LLC
• The Advanced Planning Group
• Other Advisors
• Tell A Friend

Products & Services

• Taking Control in Turbulent Times
• What Would Happen

Learning Center

Calculators

• Life Insurance
• Annuity Tax Advantages
• Current Retirement Savings
• Spending Habits
• Savings in Retirement
• Burial and Final Expenses

Newsletters

• HOT TOPIC: Keeping an Eye on Corporate Debt
• Taking a Team Approach to Retirement Savings
• Bridging the Gap Between Retirement and Medicare Eligibility
• Estate Taxes: Should a Trust Own Your Life Insurance?
• Succession Plans Often Hinge on Reliable Valuation
• HOT TOPIC: What Are the Costs of the Government Shutdown?
• Need to Tap Your 401(k)? Proceed with Care
• Looking Back, Looking Ahead
• Getting Real About Retirement
• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
• A Business Plan Can Be Your Guide to Growth
• HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
• Are Your Designated Heirs Up-to-Date?
• Some Small Companies Facing Tariff Troubles
• HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
• Competing Goals: Pay Off Student Loans or Save for Retirement?
• Know Your Mutual Funds
• Weighing a Wider Range of Health Plan Options
• HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
• Is a Roth 401(k) Right for You?
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• Risk Tolerance Is About You, Not the Market
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Reward Workers and Fund Retirement with a Cash Balance Plan
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Rules of the Rollover
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Guard Against Growing Cybersecurity Threats

Research Articles

• Charity Can Begin with the Gift of Life Insurance
• Self-Employed Retirement Plans
• Traditional IRAs
• 401(k) Plans
• Roth IRAs

Videos

• A Legacy of Love

Quote Requests