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

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?

Are You Ready to Purchase Investment Property?

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

It’s Never Too Late to Save

Retirement can sneak up on you.

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

Video: 6 Easy Organization Tips to Take Time off of Taxes

As the saying goes there are two things that are inevitable: death and taxes.

 

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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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