2022 Eagle Edge Newsletter
Planning Essentials - A Step-Up in Basis and Why it Matters in Estate Planning
- Why it is a more tax-efficient way to pass on highly appreciated assets
Planning Essentials - Putting Market Volatility to Work for You
- Why volatility is necessary
- Trying to time the market
- Maintaining focus on your goals
Planning Essentials - The Cost of Market Timing
- Why doing less is often better
- The best course of action
Planning Essentials - The Power of Goals- Based Planning
- Adding Structure
- Creating Independance Among Goals
- Working With an Advisor
Planning Essentials - Planning for Healthcare Costs in Retirement
- Estimating your healthcare costs
- Don’t overlook long-term care expenses
- Make individual adjustments
2021 Eagle Edge Newsletter
Planning Essentials - Getting our Financial House in Order
- What's Your Plan?
- Organize
- Balancing Short- Term Needs & Long -Term Goals
Planning Essentials - 4 Keys to Effective Pre-Retirement Income Planning
- Risks You Face When Transitioning
- Guaranteed Income
- How Your Advisor Can Help
Planning Essentials - 7 Tips for Long-Term Investing Success
- How to Become a Better Long-Term Investor
Planning Essentials - The Value of Trusted Advice in a Turbulent Market
- Why Trusted Advice Matters
- Managing Emotions
- Understanding Your Biases
Planning Essentials - Mitigate Market Volatility
- How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
- When Should You Rebalance?
- Rebalancing Strategies
Planning Essentials - Wealth & Values
- Preparing the Next Generation for the Challenges of Wealth
- Conversation Starters
