Real advice for Real people
Welcome to Eisenstein Financial.
We work collaboratively with our clients, providing independent, direct, and cohesive financial advice that enables them to live comfortably, plan wisely, and pursue their financial goals.
We see ourselves as their financial consultant, helping navigate the ups and downs inevitable to building wealth. Rather than selling products, we help them draw a roadmap to financial independence, one custom fit to their financial situation, their family dynamic, their risk tolerance, and their goals. When we connect with our clients, we do so as investor to investor, parent to parent, and friend to friend. We know the challenges they’re facing, because we’ve faced them too.
If this is the kind of financial service you’ve been looking for, please call us today. We’d love to meet you.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How Income Taxes Work
A quick look at how federal income taxes work.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A collection of tips from professional travelers.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?