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
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
There are ways to improve your physical fitness without denting your fiscal fitness.
One way to find money is to examine your current spending habits and eliminate money wasters.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Healthy habits are one of the greatest gifts to give your child.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.