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 Planning

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

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.

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

529 Eligible Educational Institutions & Allowable Expenses

I receive many questions over time asking me about what qualifies as an allowable 529 Plan educational expense, as well as the eligibility of certain educational institutions that may be vocational or outside the United States.

Qualified 529 Plan higher education expenses generally allow for?

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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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