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4600 Military Drive
Suite 226
Jupiter, FL 33458

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Steven Hein

(561) 249-1787

 
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

HEIN WEALTH & TAX SOLUTIONS LLC

At Hein Wealth & Tax Solutions we offer clients an impressive depth of knowledge and experience to help you reach your goals and dreams. During our years in business, we have provided comprehensive financial advice to countless individuals and businesses in the area.

Comprehensive advice is the cornerstone of our firm. We have extensive personal and professional experience, hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based comprehensive financial advice that our clients can trust.

Whether the market is calm or stormy we provide a way to navigate towards your goals and dreams.

Services

We create strategies tailored to your goals

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Independence

We work with the best interests of the client in mind.

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Trust

We enjoy building trusted relationships that span generations.

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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Sneak Peak

Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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