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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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Contact Us

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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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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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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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lease Payment

How much would your monthly lease payment be?

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