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

IRS Clarifies IRA Rollover Rule

Following Court Ruling, IRS Clarifies IRA Rollover Rule

 

A U.S. Tax Court ruling on IRA rollovers has the IRS changing its longstanding position.

The Rules of Responsible Financial Parenting

Today, many families are concerned about the potentially adverse effect of wealth on the financial values of their younger generations. The goals that many affluent parents and grandparents have set for their children or grandchildren reflect core values, an honest work ethic, and a desire to "give something back" to the greater community.

Life Insurance -- Can You Afford Not to Have Enough

If you're like a lot of people, the idea of spending 10 or 15 minutes reading about the importance of life insurance may not seem like the best way to spend your free time.

Long-Term Care: Realities and Planning Steps

Approximately 60% of Americans over the age of 65 will, at some point, require long-term care

Fact #1: Approximately 60% of Americans over the age of 65 will, at some point, require long-term care.1 For this and other reasons, more people are considering long-term care insurance. Maybe you should too.

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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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