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
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.