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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Try these activities to keep your brain sharp.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Do you know where the idea of “retirement” comes from?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?