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
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Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are six flags that may make your tax return prime for an IRS audit.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Do you know where the idea of “retirement” comes from?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.