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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are six flags that may make your tax return prime for an IRS audit.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When markets shift, experienced investors stick to their strategy.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?