Scott Holstein, Scott E. Holstein, Holstein, SEH, scottholstein, S Holstein, Scott E Holstein, scott e holstein, scott holstein, Holstein, Scott H, scottholstein

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. Our website offers  educational articles that outline financial concepts and calculators that will help you assess your current and future needs as well as 24/7 access to your accounts.  

 We are proud to be included in Worth magazines list of  the top 250 Wealth managers in America 

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Securities and investment advisory services offered through Walnut Sreet Securities, Inc. (Member FINRA/SIPC), a registered investment advisor.

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Calculators

Estate Taxes

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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