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Welcome to Stein Wealth Advisors

Choosing a financial planning relationship can be one of the most important decisions you make and we take that seriously.  Stein Wealth knows that every client is unique.  Our goal is to understand an individual’s circumstances before recommending or advising a solution. It is only then that we can truly assist in coordinating a client’s financial life and recommend investment products and planning solutions.  We have an integrated and holistic approach that is client-centric and governed by our guiding principles:

Guiding Principle #1: Personal & Continual Attention

Stein Wealth is committed to an above and beyond service experience for our clients.  We have systems and processes that allow us to personalize your customer service experience.  We create a tailored relationship for each client.  We are committed to proactively managing your financial life.  We do it for you, we don’t just tell you what to do.  We walk you through every step of the way.  Our goal is to reduce your worries about your financial security.

Guiding Principle #2: Objective, Holistic, High Quality Advice

We make investment recommendations only after considering a wide range of investment products and always with your best interests in mind.  Our investment recommendations are continually evaluated and updated to pursue your personal financial goals.  We are objective because we have no proprietary products that limit our clients’ choices.

Guiding Principle #3: Stein Wealth is a Resource Hub

Our process is holistic and we address all aspects of your financial life: investments, planning for your estate, retirement, education, taxes & insurance. As part of our holistic planning approach, we integrate other respected professionals such as world class money managers, economic analysts, CPAs and attorneys into the process to ensure all aspects of your financial life are taken into account.  

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Welcome Message from Melissa Stein

Find out why you should choose a CFP®

 

Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Living Trust Primer

Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.

Important Birthdays Over 50

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

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

Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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