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
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.