Doug Atkins of Eagle Financial Designs
Let a sound financial plan improve the quality of your life.
The future of accumulating wealth, preserving it for retirement and having a family heritage to pass on, has taken a different look in the past generation. The uncertainty of social security, changing tax codes, frequent job changes and stock market volatility have all contributed to this outlook. Today it is vital to find a trusted source of financial advice, create a plan and implement it.
Helpful Content
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.