The Estate Planning Team, Inc.
440-239-2090
help@tept.com

Welcome to the website of The Estate Planning Team, Inc & radio talk program Financial Food for Thought on WHK 1420AM Saturdays from 9:00am to 10:00am

The Estate Planning Team, Inc. is a local fee based planning firm that has been helping people in the Greater Cleveland area for over 30 years through objective comprehensive, customized, coordinated planning. Experts in areas related, Retirement, Income Tax, IRA/Roth planning, Cash flow planning, Estate planning & much more! Helping people solve problems, save money and use the tools & planning strategies available to maximize assets & minimize what the government gets!
Financial Food for Thought is a radio talk show on WHK1420AM Saturdays 9:00AM to 10:00AM! This show is designed to educate listeners with objective, helpful information about issues affecting people from pre-retirement, retirement & estate planning stages. It covers planning strategies & concepts!
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Newsletters
  • Time for a Mid-Year Investment Check
    Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the
  • Managing Your Money in a Gig Economy
    According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as
  • Charitable Giving After Tax Reform
    Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how
  • What's the real return on your investments?
    As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time,
  • Inflation Variation, Eroding Purchasing Power
    Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce
    
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 Disclaimer: The Estate Planning Team, Inc.is an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit www.financialfoodforthought.com.