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

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Retirement Planning

Financial Articles

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.

Saving Strategies: 10 Easy Ways to Spend Less

If you'd like to invest more but are having trouble finding the money, take a look at these simple tips for better money management.

Three Key Retirements Income Considerations

There are two factors that can determine whether you'll have a comfortable retirement: The amount of money you've saved and how quickly you spend that nest egg after you retire.

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.

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.

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

You and Your Business: Choosing the Right Form of Ownership

The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here's a review of some of the most common business structures.

Business Succession Issues: Understanding Buy-Sell Agreeements

Description:
This article examines how buy-sell agreements can provide a viable exit strategy for owners who wish to sell shares in a private business.

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  • Recognized 9x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine 2008-2012, 2014-2018
  • Recognized as a 7x "Select Wealth Manager" in New Jersey Monthly 2013-2019

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