Phone: 301-377-9407


Morningstar conferences in Chicago

Continuing educations is an important part of my practice. Financial planning and investing change constantly and I want to stay on top of the latest trends. My goal is to offer the best possible advice and service; continuing education helps me in achieving that goal.
That’s why I am attending the Morningstar Investment Advisor Conference and the Morningstar Investment Conference in Chicago this week.

Retirement Plan Strategies When you Change Jobs (or Retire)

Leaving a job creates opportunities with qualified retirement plans – 401(k), 403(b), TSP – that can enhance (or harm) your future financial health.
The four choices for retirement plans when going to a new employer or retiring are:

What's Your Biggest Financial Risk When Retired? Hint: It's Not Running Out of Income.

Worried about "running out of money" during retirement? Well, that's a legitimate concern. Unfortunately, "running out of money" isn't a very exact term.
The reality is that most Americans will never run out of income; they will always have Social Security (and may have a pension or a guaranteed payment from an annuity). What retirees need to worry about is

"Don't Grow Old Without It"

Should you buy long-term care insurance? An article in the Wall Street Journal summarized the issues in a fair and reasonable manner.
I agree with the title of the article: “Don’t Grow Old Without It.”
Contact me if you need help purchasing long-term care insurance. I am an insurance broker and representing many different companies. My goal is to help you choose the one that is best for you.

Long-term Care Insurance Choices Shrink as Prudential Stops Sales

Prudential Financial Inc. recently announced it will stop selling individual long-term care insurance policies.

Stocks versus Bonds

Bonds outperformed stocks over the last 10 years, so why invest in stocks?

Investment returns in 2011 were good, bad or no change, depending upon...

For investors, 2011 was the best of times and the worst of times. If you were on the winning side you were happy, if you weren’t, you weren’t.

Syndicate content

Arthur Stein Financial, LLC ("ASF") is a registered investment advisor ("RIA"), located in the State of Maryland. ASF provides investment advisory and related services for clients nationally. ASF will maintain all applicable registration and licenses as required by the various states in which ASF conducts business, as applicable. ASF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Website Design For Financial Services Professionals | Copyright 2019 All rights reserved