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The Estate Planning Team, Inc. & former radio show
Financial Food for Thought

16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130

Phone:

440.239.2090

E-mail:

kwaddell@tept.com

Welcome to the website of The Estate Planning Team, Inc & former radio show Financial Food for Thought

The Estate Planning Team, Inc. is an affordable fee based Ohio Registered Fiduciary planning firm that has been helping retirees & people thinking about their future retirement in the Greater Cleveland/Akron area for 39+ years through objective, unbiased advice & analysis. We help people know what steps to take and strategies to use, how much they can really afford spend, how to create future tax efficient income, how much risk necessary to take on to accomplish long term goals, how to use opportunities and avoid traps in the complicated tax code.   

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Free Consultation

Contact us for a free consultation by phone or in person at (440) 239-2090 or email kwaddell@tept.com

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Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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