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Blog

Edward Goldstein | Nov 15, 2021

Divorce and Retirement: What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, there are steps you can take to minimize the impact on your retirement plans.
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Edward Goldstein | Oct 20, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
Small Business
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Edward Goldstein | Sep 30, 2021

Preparing for Retirement: Planning Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Long Term Disability Insurance | Financial Life Planning
Edward Goldstein | Aug 4, 2021

Shortfalls of Employer-Sponsored Group Long Term Disability Insurance

Disability and LTC Insurance
Did you know a typical Employer Group Long Term Disability Insurance (DI) only covers up to 60% of your BASE income up to a specified Cap, typically up to $8
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Free Online College EFC Calculator | Financial Life Planning
Edward Goldstein | Jul 28, 2021

Free Online College Expected Family Contribution (EFC) Calculator

College
Developing a plan on how to pay for college can be a daunting task! Start understanding your family financial aid eligibility by calculating your Expected
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Top Colleges With Most Generous Aid | Financial Life Planning
Edward Goldstein | Jul 28, 2021

Here are the Top Public and Private Colleges with the Most Generous Financial Aid Packages

College
With more students struggling to afford college, here are the schools doling out the most aid to offset the cost, according to The Princeton Review.
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Edward Goldstein | Jun 22, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Securing Advice From Financial Advisors | Financial Life Planning
Edward Goldstein | Jun 17, 2021

Securing the Proper Advice from Financial Professionals

Financial Planning
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Edward Goldstein | Apr 29, 2021

There are 7 Money Personality Types - Which One Are You And What Are the Pitfalls of Each?

Personal Finance
Financial Planning
But when it comes to establishing financial health, one thing most people fail to consider is their money personality type — or their approach and emotional
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Edward Goldstein | Apr 22, 2021

Passive Income Investments: Making Your Money Work for You

Investments
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Edward Goldstein | Apr 22, 2021

Don't Be Frivolous with Your Stimulus - Seasonal Scams Ensue, Protect Your W-2

Personal Finance
The introduction of Stimulus payments has added a new dimension to our taxes, and a potential increase of vulnerability to hackers and cyber criminals alike.
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Edward Goldstein | Mar 18, 2021

Selling Your Home After Retirement: Evaluating The Benefits of Downsizing

Retirement
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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