James R Zent, Financial Advisor with Eagle Strategies LLC

These eight common estate planning mistakes can upend your best efforts to protect your family’s finances when you pass away. Here’s why.

Common Estate Planning Mistakes Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.

According to the latest Wealth Watch survey, the top financial difficulties parents reported were paying bills in full (30%), paying bills on time (29%), and building savings (28%). Read the full report here and reach out if you need any guidance.

Survey says: Despite economic pressure, parents feel confident about the future. Despite economic pressure, parents feel confident about the future.

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf