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fuest & klein wealth advisors, llc
43 West 33rd St., Suite 303, NY NY 10001
917.397.7996

WE BELIEVE A WELL EDUCATED CLIENT BASE AND POPULATION IS A BETTER ONE. WE PROVIDE THESE RESOURCES FOR FREE. IMAGINE WHAT WE PROVIDE FOR OUR CLIENTS!

WE HOPE YOU FIND THIS SPACE USEFUL AND HELPFUL.

Education.

BUY OR LEASE A CAR?
DO YOU HAVE INSURANCE? WHAT TYPES ARE THERE?​
ELDER CARE CHECK LIST
CREATIVE PLANNING IS AN ART AND SCIENCE! LET’S DO THIS!
WHAT IS ASSET ALLOCATION ANYWAY?!?
CLICK HERE TO LEARN MORE ABOUT GETTING INTO RENTAL PROPERTIES.
BUDGET PLANNING.
THE POWER OF A TRUST
WILLS! WHY YOU NEED ONE AND YOUR CHECKLIST
How do Banks Evaluate your Debt!
THE POWER OF A TRUST

Often people want to know if it is better to lease, or buy, a car. The answer often isn't that easy. This video can help you determine what might be right for you.

Insurance, especially annuities, can sometimes be overwhelming. There are different types of life insurance, disability insurance. And so on. View this video to get more insite

Financial planning is more than just having a plan for your investments, it is a comprehensive plan to help support all your goals.

Getting old just stinks, but not being prepared makes it that much worse. While this video is helpful, you should contact an advisor for help. Making sure you have the right Long Term Care Insurance, and proper plans written down for others to act on if need be.

This is obvious, but most people don't have a Will. More importantly, we like our clients to go a bit further and create a legacy plan. This is all the soft stuff that you may want something special done with the items or assets. This is typically outside of your Will.

Having a diversified portfolio based on sectors is appropriate, but not enough. You should have a mix of asset classes. We define our asset classes a little different than just by market cap, the traditional way. But there are different income classes that behave differently in different market cycles.

While at fuest & klein we do not like to refer to savings as a budget, but more as to a spending plan, the common language still lingers. But when you can find what you really want to spend on, you will splurge less and save more in a natural position.

Most investors think that Trust's are just for the super wealthy, but it is not the case at all. While they can be costly on appearance, the cost of a trust is usually off-setting other costs that might occur later on like estate taxes or other inheritance costs, such as probate. Picking and designing the trust that is right for you is key!

Managing your income to debt ratio is key to getting approved for car loans, a mortgage, a Home Equity Line of Credit or Credit Cards. Make sure you know your ratio before applying.

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