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