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
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.