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
If you would like to receive email communications from us,
please provide your email address and we would be happy to add you to our list.
Don't worry, we do not share it!
Family Wealth Management
Your situation is unique. We'll help you face the future with confidence.Learn More
7 Principles of Long-Term Investing
Download our Free WhitepaperDownload Now
Stay up to date with our scheduled events.Learn More
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For homeowners who think their property taxes are too high, there are ways to appeal.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Do you know where the idea of “retirement” comes from?
The latest trends in travel reflect a rich menu of exciting new possibilities.
What kind of auto insurance should you have? Do you know?
Understanding how a stock works is key to understanding your investments.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
$1 million in a diversified portfolio could help finance part of your retirement.