Site Map

Home

• Contact Us
• Contact Us
• Our Team
• Our Location
• Community Commitment
• Individuals & Families
• Retirees & Pre-Retirees
• Professional Advisors
• Medical Professionals
• Women's Market
• Our Process
• Video Learning Library
• In the Press
• Helpful Links
• Contact Us
• Business Owners
• Eagle Strategies, LLC
• Advanced Planning Group
• LGBT Market
• Financial Planning
• Risk Planning
• Charitable Gift Planning
• Investment Management
• Retirement Planning
• Our Services
• Our Clients
• OUR STORY
• Tell A Friend

Products & Services

• Taking Control in Turbulent Times
• What Would Happen
• For Professional Advisors

Learning Center

Calculators

• Life Insurance
• Current Retirement Savings
• Spending Habits
• Savings in Retirement

Newsletters

• HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
• Is a Roth 401(k) Right for You?
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• Risk Tolerance Is About You, Not the Market
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Reward Workers and Fund Retirement with a Cash Balance Plan
• HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Rules of the Rollover
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Guard Against Growing Cybersecurity Threats
• Four Financial Numbers You Should Know
• Phasing Out…or Practice Makes Perfect
• Preparing to Withstand the Loss of Key Players
• HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• Options for Inherited IRAs
• How Long Should You Keep Financial Records?
• Why Hold Money Market Mutual Funds?
• Settling an Estate
• Consider a Roth for Tax-Free Retirement Income
• Market Measures: Beyond the Dow
• How a Pension Could Affect Social Security Benefits
• Better Late Than Never
• Two Tax-Friendly Retirement Plans for the Self-Employed

Research Articles

• Identify your dream. Build on it. Protect it.
• Charity Can Begin with the Gift of Life Insurance
• Self-Employed Retirement Plans
• Traditional IRAs
• 401(k) Plans
• Roth IRAs

Videos

Quote Requests