Contact: Brian East, CFP®
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Contact: Brian East, CFP®Financial Planning: Helping You See the Big Picture
Newsletters
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.