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A Fruitful Retirement: Social Security Benefit Elder Care Do You Want Your Own Personal Website? 7 Reasons You Need More Than A Robo-Advisor

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Understanding Today's Financial Environment


Many financial firms portray retirement as a sunny, vacation snapshot. At Eastern Planning Inc., we see it as a colorful collage and don’t believe in generic, one-size-fits-all plans.

The professionals at Eastern Planning, Inc. understand that the best financial plan extends way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives, their needs, their family structure and their values – delving into areas that statistics simply can’t measure. Unlike most financial firms, our strategies are custom-fitted to each retiree's unique goals and family situation.

Together, we’ll look at your future and the life events that everyone faces with optimistic realism. The decisions may not always be easy to make, but Eastern Planning, Inc. strives to ensure clients leave our office confident that they are prepared for some of the biggest things life has to offer.

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Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Test Your Estate Strategy Knowledge

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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Should You Choose a Fixed or Variable?

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A Look at Diversification

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Power of Tax-Deferred Growth

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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