Financial Planning: Helping You See the Big Picture
Contact: Brian East, CFP®
Please feel free to contact me with any questions
Contact: Brian East, CFP®Newsletters
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.