Edward C. Goldstein, CFP, President
One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
Phone: 856-988-5480
egoldstein@flplanning.net

Click for the BBB Business Review of this Financial Planning Consultants in Marlton NJ

Retirement Planning

Financial Planning

Keep Health Care Costs Down While Caring for a Child with Special Needs

There is no getting around it—health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your child is living with a special need it makes the whole process even more complicated. Finding in-network specialists, scheduling exams, and keeping track of copayments and deductibles can be exhausting.

Why You Should Monitor Your Credit

Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in monitoring their own credit, they can do so by accessing a free credit report from each of the credit bureaus once per year.

Longevity Risk and Retirement Income

Description:
This article looks at the risks retirees face in outliving their assets and the steps they can take to reduce such risks. 

Synopsis:
Many Americans do not realize that one of the greatest threats to their financial security in retirement may be the risk of outliving their money. The first step in tackling longevity risk is to figure out how much you can realistically afford to withdraw each year from your personal savings and investments.

Next, develop a plan to make the most out of your nest egg. Consider keeping at least 12 months of living expenses in an interest-bearing savings or money market account. Then, consider diversifying the rest of your taxable portfolio among different savings and investment options, including those with different maturities to account for fluctuating interest rates. Dividend-paying stocks may also potentially help boost supplemental income.

Finally, remember that many people may live 30 or more years in retirement. Therefore, you may need some stocks to potentially outpace inflation over the years. A qualified financial professional can discuss these and other strategies that might be appropriate for you.

Five Things You Should Expect From Your Financial Advisor

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

In Search of the Right Financial Advisor

The challenge for most people today is finding the right financial advisor. The sheer number of financial professionals holding themselves out as “financial advisors,” makes it a daunting task at best. It is easier if you know what to look for, but that requires an acute sense of what exactly you want from an advisory relationship.

Planning for the Future - What Motivates You?

The truth is that there is ample motivation to make the most of retirement planning opportunities.

Reality Check

Beneficiary of a Trust? What You Need to Know

Description:
As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected.

Biggest Life Insurance Mistakes

For most people, buying life insurance is difficult enough, even when it’s done right. But when it is done with only one eye open, or haphazardly just to ‘get it over with’, mistakes are very common, and they can be very expensive.

Why You Should Prioritize Retirement Savings over College Savings

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

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  • Recognized 7x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine (2016, 2015, 2014, 2012, 2011, 2010 and 2009)
  • Recognized 5x as a "Select Wealth Manager" in New  Jersey Monthly (2017, 2016, 2015, 2014, 2013)

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