The Estate Planning Team, Inc.

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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  • Government Report Details Household Finances
    Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which
  • The Standard Deduction and Itemized Deductions After Tax Reform
    The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized
  • Four Points to Consider When Setting a Retirement Income Goal
    No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four
  • What are some tips for creating a budget and sticking to it?
    It's a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage,
  • What are some strategies for paying off credit card debt?
    Nowadays, it's easier than ever to get caught up in the cycle of credit card debt. In fact, it's become a growing problem for many Americans.
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 Disclaimer: The Estate Planning Team, 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