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

What to Do Before You Buy A Home

One of the biggest decisions you will make in your life is buying a home. While home ownership is not for everyone, home ownership remains a goal for many.

Finding the Right Financial Advisor

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest.

AICPA Highlights 6 Recent Personal Finance Trends

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

How College Student Debt Affects Credit Scores

As the cost of education has drastically risen over the years, so has the reliance on student debt to help finance such expenses. The concern is that more and more students are graduating from college with large amounts of student debt and with no job intact.

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.

Beneficiary of a Trust? What You Need to Know

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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.

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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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