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

Video: 6 Easy Organization Tips to Take Time off of Taxes

As the saying goes there are two things that are inevitable: death and taxes.

 

529 Eligible Educational Institutions and Allowable Expenses

I receive many questions over time asking me about what qualifies as an allowable 529 Plan educational expense, as well as the eligibility of certain educational institutions that may be vocational or outside the United States.

Mistakes Not to Make with Medical Bills

There are three ways to help minimize the price you pay for medical bills: shop around beforehand, double-check your bills, and negotiate out-of-pocket expenses.  Read about how to avoid making mistakes when it comes to your medical billing. 3 Medical Debt Mistakes to Avoid by Sean Pyles

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. 

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

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  • Recognized 8x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine (2017, 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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