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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 next generation for the challenge of wealth

Protection

  • Planning for Healthcare Costs in Retirement

  • What is an advance 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

  • 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

 

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