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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

Should You Choose a Fixed or Variable?

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate your monthly and annual income from various IRA types.

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are a number of ways to withdraw money from a qualified retirement plan.

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

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Should I Invest In REITs?

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Learn how to harness the power of compound interest for your investments.

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

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There’s an alarming difference between perception and reality for current and future retirees.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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