Eagle Financial

Lance Harshbarger

When making those decisions that could dramatically set the stage for the rest of your life, seek solid, experienced financial professionals. It may be the difference between achieving your American Dream, or simply dreaming. 

Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry. 

Despite its mystique, financial planning* is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation will never go out of style.   
Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

More Newsletters →