Stein Wealth Advisors

Business Owners! Splitting your time between growing your business, managing personal finances, and all of the other obligations you have is extremely challenging. Here are a few tips to help you better manage it all, and if you are looking for a local advisor to keep in your corner, we are here to help!

The FAFSA is open for the 2025-2026 school year! But this is only the first step... Planning for college is a long process and often requires a specific strategy unique to your child and the school they select. Working with a local financial advisor is a great addition to your education planning team that can help you maximize the money you've saved and help you take less out of pocket in the long run!

Take a look at what's going on in the markets with our #WeeklyMarketCommentary https://lnkd.in/gJVScWDB

Worried about how the upcoming election can change things? You're not alone! As the U.S. presidential election approaches, a majority of American investors are worried about how it could affect their personal finances. The most recent MassMutual Consumer Spending & Saving Index report showed that 86% of those surveyed were concerned about the impact of the presidential election on their “day-to-day finances.” About a quarter of respondents said that personal finances are the most important factor in deciding who to vote for in November's contest between Republican candidate Donald Trump and Democrat Kamala Harris. Most of the worries, according to other surveys and financial advisors, revolve around what a new administration could mean for retirement plans, stock market performance and tax policy. "For those feeling concerned about the election, I’d encourage them to talk with their advisor to ensure their financial plan is built to last, regardless of who’s in office,” said Ayako Yoshioka, a Portfolio Consulting Director at Wealth Enhancement. We're here for you! Let's start a conversation today!

A phased retirement is an attractive choice for several reasons, especially among employees who have spent decades developing work-related knowledge and skills.

With so much noise in today’s financial world, it can be hard to know what’s fact and what’s just a narrative. At Stein Wealth Advisors, we’re here to help you cut through the confusion and make informed decisions with clarity and confidence. Trust our experienced team to guide you through today’s complex markets. Joshua Stein, CFP®, CRPC® Melissa Stein CFP, CRPC #SteinWealthAdvisors #FinancialClarity #InvestmentAdvice #WealthManagement #CanonsburgPA #SmartInvesting #MarketTrends #PittsburghFinance

With so much noise in today’s financial world, it can be hard to know what’s fact and what’s just a narrative. At Stein Wealth Advisors, we’re here to help you cut through the confusion and make informed decisions with clarity and confidence. Trust our experienced team to guide you through today’s complex markets. Joshua Stein, CFP®, CRPC® Melissa Stein CFP, CRPC #SteinWealthAdvisors #FinancialClarity #InvestmentAdvice #WealthManagement #CanonsburgPA #SmartInvesting #MarketTrends #PittsburghFinance

Here's how the millionaire clients we work with plan for long-term care: 💡 Research costs, resources, and assess your needs. ⚖️ Make legal preparations through wills and power of attorney documents 💰 Create a fund, take out an insurance policy, or find other ways to pay for LTC.

Take a look at what's going on in the markets with our #WeeklyMarketCommentary https://lnkd.in/gJVScWDB

Medicare Open Enrollment is here, but before you enroll ask yourself this question: "Am I confident in my plan selection, and does it fit into my overall retirement plan?" If your answer was "no" or I'm not sure," consider setting up some time to discuss your plan selection. Medicare is an important piece of your retirement plan, and having a strategy can help set you up for success in your golden years!