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

Investments

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

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.

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?

Does Your Portfolio Reflect Your Risk Tolerance?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type of risk and the potential return associated with your retirement portfolio can help you determine whether your investments are appropriate for your situation.

Examining Risk and Return

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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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