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Calculators

You can review interesting calculators on my site.

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Videos

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Scott E. Holstein, CPA, PFS, CFP®

Wealth Management - Financial, Retirement & Estate Planning

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.

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Proud to be included in Worth magazine's list of  the top 250 Wealth managers in America, as an Honor Roll Advisor with Paladin Registry and as a Five Star Wealth Manager in Philadelphia magazine 

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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