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.Contact Us
Family Wealth Management
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7 Principles of Long-Term Investing
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Don’t overlook the need for renter’s insurance if you rent your home.
As our nation ages, many Americans are turning their attention to caring for aging parents.
How to help determine life insurance needs to provide for your family after you pass away.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Estate conservation is too important to put off. Do you have a smart exit strategy?