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