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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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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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Medicare or Medicaid?

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

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

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

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