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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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.