Financial Planning: Helping You See the Big Picture
Contact: Brian East, CFP®
Please feel free to contact me with any questions
Contact: Brian East, CFP®Newsletters
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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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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?