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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.