Welcome Welcome Welcome Welcome

NEW WHITEFISH
BAY OFFICE

We are opening a new office in the Village of Whitefish Bay this summer. Please stay tuned for more details.

Whitefish Bay Office Contact Information:
705 E. Silver Spring Drive
Whitefish Bay, WI 53217
(414) 727-6920

SEEKING EXCEPTIONAL TALENT!

EIG is currently seeking exceptional talent to add to our team. Please visit our Employment Opportunities page to learn more about open positions at our firm.

Learn more

JOIN US ON THE
MONEY SENSE RADIO SHOW

Get commentary from our founder, Karen J. Ellenbecker, and her local and global guests—including economists, accountants, attorneys, mortgage professionals, book authors and others who can help point your financial plan forward.

WISN AM 1130 Saturdays at 2 pm & Sundays at 12 pm.

Learn more about Money Sense, and the website.

RECEIVE
COMPLIMENTARY
CONSULTATION

Meet our advisors and get a financial review based on your individual goals and investment experience. One hour is all we need to get started with your comprehensive plan today.

Learn more

 

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Life and Death of a $20 Bill

How long does a $20 bill last?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

View all videos arrow