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.
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
Newsletters
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HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?