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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:

Free Consultation

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

Contact Us

Please feel free to contact us with any questions.

Videos

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

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.   

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Describes financial burdens associated with end-of-life care and funerals.

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How much Disability Income Insurance do you need?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much can you afford to pay for a car?

How much would your monthly lease payment be?

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