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.
Helpful Content
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Surprises
Making the most of surprises is a great reason to work with us.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.