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
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.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How Income Taxes Work
A quick look at how federal income taxes work.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?