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.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Sustain financial well-being or create wealth through these actions.
What can be learned from the savings rate?
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Imagine your ideal post-pandemic retirement with this animated video.
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
An amusing and whimsical look at behavioral finance best practices for investors.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.