Welcome to EagleFlight Wealth Management’s website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We can help you make smart choices with your money for reasons that are important to you!
Our mission is to help people live and retire with dignity and financial peace
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Rightsizing for Retirement
What does your home really cost?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Apps that help small business owners better manage and grow their business.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?