Jeffrey S Stein

The pay gap isn’t the only gender gap affecting the financial welfare of women and their families. Let’s talk about closing the protection gender gap too.

With the recent and rapid rise in cost of living, it’s smart to think about how to keep expenses in check. Let’s connect if you’d like help identifying opportunities to save more toward your financial goals.

Smart strategies for minimizing expenses Cut spending and save more by incorporating these strategies into your financial routine.

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

While grieving the loss of a loved one, it can be difficult juggle funeral planning and financial matters – on top of the emotional strain. This guide can help reduce stress during this difficult time.

Financial steps to take when you lose a loved one A checklist to navigate the financial decisions after the death of a close family member or friend.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Interested in growing your money with a level of protection against loss in any market condition? Let’s talk.

A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.

The basics of estate planning Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

Regardless of where you are in your savings journey, I'm here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. I can review your investment mix and see if rebalancing is right for you.

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

What excites you about your future? How are you preparing for it today?

If you’re considering moving in your retirement years, let’s connect. I can help you determine how your new home may affect your financial situation and goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

Thinking of buying a new home? Consider these home-buying tips to help you go from house hunter to homeowner.

5 financial steps for home buyers These financial steps to buying a house detail essential information for the home buying process.

You’re unique with your own goals for building wealth. Don’t limit yourself to off-the-shelf solutions. Let’s talk about solutions that allow you to customize to fit your needs.

Did you know: Your ability to earn an income is one of your most significant financial assets. In the event that you lose your job, life and disability insurance coverage can offer a layer of financial security and peace of mind.

Protecting your earned income with disability and life insurance Help protect your family’s financial future in the event of disability or death with these insurance solutions.

It can be hard to stay focused on the long-term in a volatile market, but having a solution that offers an opportunity for growth, with some protection from losses can certainly help. Let’s talk about it.

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Suspicious message? Don’t take the bait. Read this article on my website about how to protect yourself from common phishing scams.

Learn to spot phishing scams Phishing attacks are phony messages that can trick you into giving a scammer sensitive or financial information. Find out how you can better protect yourself.