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Eagle Financial Solutions – Comprehensive Financial Planning & Retirement Strategies, Columbus Ohio
     
  • Home
  • About Us
    • Our Story
    • Our Values
    • Our Team
    • Our Services
      • Bank on Yourself
      • Financial Planning
      • College Planning
      • Business Solutions
      • Investment Management
      • Charitable Giving
    • Privacy Policy
  • Resources
    • Newsletters
    • Books
    • Articles
    • Videos
    • Retirement Planning Guide
    • FAQ
    • Client Login
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Filtered by category "Financial Planning"

Myths about life insurance in retirement
Do You Still Need Life Insurance When You Retire?
Are you in the final years of your career? Or did you recently retire? If so, you may be in the process of evaluating your financial strategy and [...]
January 30, 2019 / Financial Planning,Life Insurance,Retirement
Spending and budgeting in retirement
Spend or Save? Smart Money Management to Enjoy Life in Retirement
For retired baby boomers, creating a financial plan can be tricky. You’ve saved up for retirement and want to make sure you stay on secure [...]
January 16, 2019 / Financial Planning,Retirement
Retirement savings tips
Is Your Retirement Built on a Solid Financial Foundation?
Are you just starting to save for retirement? Many Americans are woefully behind in saving for their future retirement. A recent study found that [...]
January 2, 2019 / Financial Planning,Retirement,Safe Money
Holiday budgeting tips
7 Holiday Budgeting Tips To Help You Stay On Track Financially
The season for giving is upon us. Even with the joy of the holidays, there can often be a source of stress: paying for all the things the seasons [...]
December 5, 2018 / Financial Planning
How long will your retirement savings last?
How Long Will Your Retirement Savings Last?
A long lifespan is usually a good thing. Most people dream of living a long, happy retirement. But what happens when your retirement is too long? [...]
October 31, 2018 / Financial Planning,Retirement,Safe Money
Retirement plan mistakes
Watch for These Red Flags In Your Retirement Plan
Worried that you’re behind when it comes to planning for retirement? You have company. According to a recent Gallup study, more than 50 percent [...]
October 17, 2018 / Financial Planning,Retirement
How much life insurance coverage do you need
How Much Life Insurance Coverage Should You Have?
September is Life Insurance Awareness Month, so now is a great time to review your insurance needs, and make sure you are adequately covered. [...]
September 5, 2018 / Financial Planning,Life Insurance,Safe Money
Common retirement savings mistakes
3 Savings Mistakes That Could Sink Your Retirement
Ready to get serious about saving for retirement? That could be a smart idea. According to a recent study from Gallup, many Americans are worried [...]
August 22, 2018 / Financial Planning,Retirement
Long-Term Care Insurance Basics
Understanding the Basics of Long-Term Care Policies
Those nearing their senior years need to make sure to plan for long-term care, should it be needed. Long-term care is ongoing assistance with [...]
July 25, 2018 / Financial Planning,Retirement
Retirement planning for Millennials
3 Questions About Retirement Planning Every Millennial Should Ask
According to a recent study from the Transamerica Center for Retirement Studies, the median retirement savings for millennials is $31,000.1 That [...]
May 30, 2018 / Financial Planning,Retirement
4 Percent Rule
3 Big Problems With the 4% Rule
One of the most difficult challenges for many retirees is developing a distribution strategy from their retirement assets. If you’re like most [...]
May 16, 2018 / Financial Planning,Retirement
How to set up a retirement budget
How to Create a Projected Retirement Budget
Are you approaching retirement? If so, you may be in the final stages of wrapping up your career and planning your income strategy. You might be [...]
May 2, 2018 / Financial Planning,Retirement
How to minimize taxes in retirement
How to Minimize Your Tax Exposure In Retirement
Tax season is here again! If you are recently retired or approaching retirement and haven’t budgeted for taxes, you could be in for a surprise. [...]
April 4, 2018 / Financial Planning,Retirement
3 retirement planning mistakes
3 Dangerous Retirement Planning Mistakes
Even the most diligent savers can make mistakes when it comes to retirement planning. Unfortunately, these mistakes can lead to retirees running [...]
January 24, 2018 / Financial Planning,Investing,Retirement
Financial resolutions
3 Financial Resolutions to Make (And Keep) In 2018
It is the start of a new year, which means it’s time to get started on a new list of resolutions! This is the time of year when many people [...]
January 3, 2018 / Financial Planning
Financial mistakes of Millennial entrepreneurs business owners
The 5 Top Financial Mistakes of Millennial Entrepreneurs
Millennials are known for their entrepreneurial spirit, and many new businesses are springing up across the country as a result of the [...]
December 13, 2017 / Business Solutions,Financial Planning
Financial goal
A 3-Step Strategy to Reach Any Financial Goal
There is a classic dilemma at the heart of every financial plan: Do you live for today or save for the future? The conservative and prudent [...]
November 15, 2017 / Financial Planning
Retirement savings tips
3 Tips for Boosting Your Retirement Savings
Do you feel like you’re behind on your retirement savings? You’re not alone. According to a recent study by the Economic Policy Institute, the [...]
September 28, 2017 / Financial Planning,Retirement
Permanent life insurance benefits & features
3 Reasons Why Permanent Life Insurance Might Be Right for You
Purchasing life insurance can be a very wise decision for many individuals. Life insurance is a powerful financial tool that can provide critical [...]
September 20, 2017 / Financial Planning,Life Insurance,Safe Money
Retirement plan comparisons
Does Your Retirement Plan Do This?
One very useful form of life insurance that we help many of our clients with is cash-value, dividend-paying whole life insurance. We teach a [...]
September 13, 2017 / Financial Planning,Life Insurance,Retirement,Safe Money
Term life insurance
Understanding Term Life Insurance: 4 Key Considerations
Are you exploring term life insurance? Or do you currently own term life insurance but are wondering whether a permanent policy may be a better [...]
September 6, 2017 / Estate Planning,Financial Planning,Life Insurance
Retirement planning questions
[FREE Webinar] The 4 Most Important Questions to Ask About Your Retirement Plan
We are kicking off September with our monthly webinar on a very important topic: the 4 questions you MUST be able to answer in order to [...]
August 30, 2017 / Financial Planning,Retirement
College planning questions to ask an advisor
7 Questions to Ask Your Financial Advisor About College Planning
Today’s high cost of college makes it imperative that you understand as many strategies as possible for maximizing your financial aid and [...]
August 23, 2017 / College Planning,Financial Planning
Managing retirement risks
What Is Your Strategy to Manage These 3 Retirement Risks?
Retirement is your time to enjoy the good things in life! You are finally free from the demands and schedule that come with a career. Once you [...]
August 16, 2017 / Financial Planning,Retirement
Social Security: When to file
3 Important Things to Consider Before Filing for Social Security
Retirement is a major life change. If you’re nearing retirement, you probably already realize you have some big decisions ahead of you. One of [...]
July 19, 2017 / Financial Planning,Retirement
Understanding annuities
The Ins & Outs of Annuities – Explained
Are you making your final financial preparations for retirement? If so, you may be busy analyzing the various tools and products that can be used [...]
July 12, 2017 / Financial Planning,Retirement,Safe Money
Social Security planning webinar
[July Webinar] What Baby Boomers Should Know About Social Security & Retirement Planning
This month’s webinar covers a topic that is very important for a growing segment of our population. There are 10,000 baby boomers retiring [...]
July 5, 2017 / Financial Planning,Retirement
Funding for early retirement
How to Fund Your Early Retirement
Is early retirement a part of your plans? If you can afford it, early retirement certainly has its advantages. You get to leave the working world [...]
June 21, 2017 / Financial Planning,Retirement
Tax-Advantaged Retirement Planning Webinar
[Webinar] Tax Advantaged Wealth Accumulation & Retirement Planning:
In this month’s episode of our “Lunch & Learn” webinar series, we will be covering some valuable information to help you [...]
June 7, 2017 / Financial Planning,Retirement
Retirement spending
Will Your Spending Go Up or Down After You Retire?
Many people assume their spending will go down once they stop working. Some financial professionals even make this assumption while calculating [...]
May 24, 2017 / Financial Planning,Retirement
Disability protection questions
3 Important Questions About Disability Protection – Answered
Any solid financial plan is built on a foundation of risk protection. It is much more difficult to reach your financial goals if you are [...]
May 17, 2017 / Financial Planning
Estate planning and your IRA
Estate Planning With IRAs: Exploring Beneficiary Options
Beneficiary options with retirement assets can be more involved than initially thought.  Usually, Individual Retirement Accounts (IRAs) pass by [...]
May 10, 2017 / Estate Planning,Financial Planning
2017 Tax Changes
5 Tax Law Changes for 2017 That Could Impact Your Finances
Tax season is just around the corner, but even if you have already filed your 2016 taxes, you may be wondering what new changes to the tax law [...]
March 22, 2017 / Financial News,Financial Planning
Retirement plan job change
Could Your Job Change Derail Your Retirement Savings?
Starting a new job is always a very exciting time. Your new job may bring a sizable raise or a new title. It could mark the beginning of a new [...]
March 8, 2017 / Financial Planning,Retirement
3 Common Questions About Estate Planning – Answered
Many of our clients have estate planning needs and often ask us questions on this topic. Local estate attorney, Dirk Winkler, answers three of [...]
March 1, 2017 / Estate Planning,Financial Planning
Health Care Funding Costs
Do You Have a Health Care Funding Strategy for Retirement?
Are you nearing retirement age? If so, you may have some big decisions to make regarding your health care plans. Many retirees assume Medicare [...]
February 22, 2017 / Financial Planning,Retirement
Using life insurance to pay for college
Should You Use Life Insurance to Pay For College?
A recent article in U.S. News & World Report discussed the recent rise in the use of life insurance policies as college savings vehicles. [...]
February 14, 2017 / College Planning,Financial Planning,Life Insurance,Safe Money
Is it time to review your retirement plan?
3 Signs You Should Review Your Retirement Plan This Year
Most people made some New Year’s resolutions last month, but many of them may already have fallen by the wayside by now. However, one [...]
February 8, 2017 / Financial Planning,Retirement
Roth IRA for heirs
How to Pass Your Roth IRA to Your Loved Ones
In 2013, the Roth IRA officially became the IRA of choice for those saving for retirement. That year, contributions to Roth IRAs topped $6 [...]
January 25, 2017 / Estate Planning,Financial Planning,Retirement
Charitable giving strategies
A Smarter Giving Strategy This Holiday Season
Well, the holiday season is here. Your calendar is probably full of seasonal activities, like buying gifts for loved ones, attending holiday [...]
December 21, 2016 / Financial Planning
Why you shouldn't pay off your mortgage early
4 Reasons Not to Pay Off Your Mortgage Early
If you follow financial “gurus” such as Dave Ramsey, you’ve probably heard the advice that “all debt is bad debt,” [...]
December 1, 2016 / Financial Planning
2016 Election & financial markets
How Will the Election Affect Your Retirement Plan?
Regardless of which side of the aisle you find yourself on, the recent election results have thrown many things into question. While the markets [...]
November 18, 2016 / Financial News,Financial Planning,Retirement
Retirement planning for Millennials
5 Retirement Planning Tips for Millennials
The generation known as “Millennials” is facing many potential challenges when it comes to retirement planning. In general, young [...]
October 18, 2016 / Financial Planning,Retirement
Poor retirement planning
Danger Ahead: What You Don’t Know About Retirement Can Hurt You
You have probably heard lots of news stories and statistics about how Americans are not saving enough for retirement. But even if you are one of [...]
October 5, 2016 / Financial Planning,Retirement
Retirement savings
5 Savvy Ways to Retire With More Money
With longer lifespans and skyrocketing healthcare costs, saving plenty of money for retirement is more important than ever. However, inflation, [...]
August 25, 2016 / Financial Planning,Retirement
Stay in your home with a reverse mortgage
Why You May Want to Consider a Reverse Mortgage
If you’re like many older Americans, you’re probably working hard to pay off your mortgage before you retire. While this is a [...]
August 12, 2016 / Financial Planning,Retirement
Social Security benefits & taxes
Are Social Security Benefits Taxable?
We work with a lot of clients nearing retirement, so we get a lot of questions about Social Security. Social Security can be an important piece [...]
July 13, 2016 / Financial Planning,Retirement
Retirement saving
5 Smart Ways to Spend Less & Save More In Retirement
It’s no secret that most Americans are woefully unprepared for retirement. Statistics show that most Americans nearing retirement have less [...]
June 17, 2016 / Financial Planning,Retirement
Guaranteed income book
Interview With Author of Guaranteed Income: A Risk-Free Guide to Retirement
One of our favorite financial authors is Barry James Dyke, and we frequently provide his books to our clients or other interested parties in [...]
May 25, 2016 / Financial News,Financial Planning,Safe Money
Retirement factors
7 Factors That Can Wreck Your Retirement
When planning for a secure retirement, you can do everything right and still hit unexpected hurdles that can derail your retirement plans. [...]
May 5, 2016 / Financial Planning,Retirement



Recent Blog Posts
  • 5 Changes to Social Security for 2019
  • Do You Still Need Life Insurance When You Retire?
  • Spend or Save? Smart Money Management to Enjoy Life in Retirement
  • Is Your Retirement Built on a Solid Financial Foundation?
  • Understanding the Different Types of Powers of Attorney
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4285 Morse Road
Gahanna, Ohio 43230
P: 614-536-0222
F: 614-536-0224

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Brian Minier, is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. PCA does not endorse or recommend Bank on Yourself nor provide tax or insurance advice.