Contact: Brian East, CFP®
Please feel free to contact me with any questions
Contact: Brian East, CFP®Financial Planning: Helping You See the Big Picture
Newsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.