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
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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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.