Helpful Websites, Videos, and Articles
Here are some resources that will help you in your financial planning:
Your Financial Goals
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Retirement
Planning for Healthcare Costs in Retirement
How to Maximize Your Social Security Benefits
Family Caregiving
Elder Care - This video can help you begin a conversation with your family about caregiving and financial decisions
Emergency Planning
Emergency Preparedness- Getting your Financial House in Order
The Importance of an Emergency Fund- The Importance of an Emergency Fund
Estate Planning
Basic Estate Planning Documents
Wills - This video shows what to know when preparing your own Will.
Trusts - This video shows how Trusts can create and preserve your legacy.
A Step-Up in Basis and Why it Matters in Estate Planning
Articles and Newsletters
The Value of Trusted Advice in a Turbulent Market
Investment Strategies in a Rising Interest Rate Environment
The Eagle Edge - Eagle Strategies Quarterly Newletter
For Professional Advisors
For Professional Advisors – CPAs and Attorneys