Resources and Links to Useful Websites

To gain insight into progress toward your financial goals and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below:

 

 

 

Here are some videos and articles that will help you in your financial planning:

 

Video

Plan Your Future with Trusted Human Guidance

https://vimeo.com/395459842/8b952184bd

 

Articles

The Value of Trusted Advice in a Turbulent Market

http://www.eaglestrategies.com/public_files/Planning_Essentials_-_Value_of_Advice_-_Eagle.pdf

 

Should You Convert to a Roth IRA Today?

https://www.eaglestrategies.com/public_files/Planning-Essentials-Roth-IRA-Eagle-Final.pdf

 

Emergency Preparedness: Getting Your Financial House in Order

https://www.eaglestrategies.com/public_files/planning-essentials-client-emergency-preparedness-eagle.pdf

 

Tips to Stay Financially Fit

https://www.eaglestrategies.com/public_files/financial-planning-tips.pdf

 

Four Keys to Effective Pre-Retirement Income Planning

https://www.eaglestrategies.com/public_files/Planning-Essentials-Four_keys_to_effective_pre-retirement_income_planning-Eagle.pdf

 

Asset Allocation & Diversification: The Pillars of Your Financial Plan

https://www.eaglestrategies.com/public_files/Planning_Essentials_AssetAllocation_FINAL_Eagle.pdf

 

The Four Distinct Phases of Emotional Investing

https://www.eaglestrategies.com/four-phases-emotional-investing/

 

7 Tips for Long-Term Investing Success

https://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle.pdf

 

How Rebalancing Your Portfolios Can Help Mitigate Market Volatility

https://www.eaglestrategies.com/public_files/planning-essentials-investment-rebalancing-your-portfolio-eagle-final.pdf

 

Tax-loss Harvesting: A Silver Lining During a Market Correction

https://www.eaglestrategies.com/public_files/planning-essentials-tax-loss-harvesting-eagle.pdf

 

Wealth and Values: Preparing the Next Generation for the Challenges of Wealth

https://www.eaglestrategies.com/public_files/Planning_Essentials_WealthandValues_EAGLE_FINAL.pdf

 

For Professional Advisors – CPAs and Attorneys

https://nyladvisors.com/

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