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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
These food myths will really put a drain on your wallet.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.