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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.