At Essential Planning, LLC we believe that as markets, investments, tax laws, estate laws and life itself grow more complex – and as our clients are increasingly inundated with data and facts instead of wisdom – what they need most is twofold:
First, a comprehensive financial and estate plan.
Second, a competent and caring team of empathetic professionals to serve as the steward and advisor of that plan to keep everybody and everything moving in the right direction.
At Essential Planning, LLC you have found such a steward.
“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”
~ The Honorable Learned Hand - Judge, U.S. Court of Appeals
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
These food myths will really put a drain on your wallet.
Technology tips to make your next trip even better.
The true cost of raising a child may be far more than you expect.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.