EHG Financial Planning Services

EHG Financial Planning Services examines the key elements of financial planning and carefully considers how they apply to your unique situation.  We then provide you with the information, advice and alternatives necessary to make the best decisions about your financial future.  The benefits of this approach are many - you enjoy a greater understanding of the choices you make and are confident when implementing those choices.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

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