What We Do
The guiding principle of Essential Planning, LLC. has always been responsive, personalized and impeccable service built on trust.Learn More
Why We Do It?
Our Mission is to be in the business of creating ideal futures for our clients, our community and our team.Learn More
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There are things about Social Security that might surprise you.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A letter of instruction provides additional and more personal information regarding your estate.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Ascertaining the value of your business is important for a variety of reasons.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?