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Michael A. Rudolph, CLU, LTCP

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Eagle Strategies Planning Essentials

Comprehensive Financial Planning


  • Emergency Preparedness: Getting your financial house in order
  • The Importance of an Emergency Fund
  • The Power of Comprehensive Goals Based Planning
  • The Value of Trusted Advice in a Turbulent Market
  • Wealth & Values: Preparing the bext generation for the challenge of wealth



Protection



  • Planning for Healthcare Costs in Retirement
  • What is and advacne directive and why you need one?



Retirement



  • Four Keys to Effective Pre-Retirement Income Planning



Investment



  • 7 Tips for long-term investing success
  • Asset Allocation & Diversification: The Pillars of Your Financial Plan
  • How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
  • Planning Ahead for Potential Tax Changes
  • Putting Market Volatility to work for you
  • Tax-loss harvesting: A silver lining during a market correction



Estate Planning



  • A Step-Up in Basis and Why it Matters in Estate Planning
  • The Importance of Irrevocable Life Insurance Trusts



 

Disclosures


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