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Financial Articles

NJ Home with For Sale Sign; Inside Couple Review Documents
Edward Goldstein, CFP | Feb 26, 2025

Navigating New Jersey's 2025 Tax Landscape: Essential Insights

Financial Planning
Discover essential NJ tax insights for 2025. Learn about property taxes, income brackets, & tax relief programs required for effective financial planning.
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desk with piggy bank, 2025 calendar, laptop, calculator, pen, and stock graphs
Edward Goldstein, CFP | Jan 9, 2025

How to Start the New Year Off Right Financially

Financial Planning
Now is the perfect time to reassess your financial health. At Financial Life Planning, we believe in empowering clients with knowledge & actionable strategies.
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digital image of a graduation cap in front of students and college buildings
Edward Goldstein, CFP | Dec 17, 2024

Key Changes to the 2025-2026 FAFSA: What You Need to Know

College
Key changes to 2025-2026 FAFSA: Expanded eligibility, income reporting changes & simplified process. Learn how updates affect your college funding strategy.
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digital image of senior citizens at home on left and medical personnel at clinic on right
Edward Goldstein, CFP | Oct 23, 2024

Medicare Makeover: Key Changes and What They Mean for You

Retirement
Medicare continues to evolve in 2024 & 2025. From premiums adjustments to benefits modifications, staying informed about changes will help you make the most of
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woman and black French bulldog sleeping on sofa by Rafal Jedrzejek courtesy of Unsplash.
Edward Goldstein, CFP | Oct 17, 2024

The Financial Realities of Pet Ownership: A Guide for Smart Planning

Financial Planning
Pets bring immeasurable joy to our lives, but come with significant financial responsibilities you need to plan for in your budget.
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Man in suit with briefcase surrounded by money floating around him.
Edward Goldstein, CFP | Oct 15, 2024

Explore the 7 Money Personalities: Which Type Are You and What Are Its Pitfalls?

Financial Planning
There are 7 money personality types. Let's delve into each type's characteristics, potential pitfalls & how professional financial guidance can address
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graphic image of woman in business suit at crossroads with signs marked: Sole Proprietorship, S Corporation, LLC, Partnership, C Corporation
Edward Goldstein, CFP | Sep 11, 2024

Maximizing Your Small Business Potential: Choosing the Right Tax Structure

Small Business
Choosing the right tax structure for your small business is one of the most crucial decisions. Explore various tax structures, their advantages & disadvantages.
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two people riding in a vintage thunderbird convertible with top down
Edward Goldstein, CFP | Aug 15, 2024

Retirement for Couples: Should You and Your Spouse Retire Together?

Retirement
Retirement planning is a significant milestone for couples. They need to explore many factors when deciding whether to retire together or at different times.
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girl putting a money into a car shaped piggy bank
Edward Goldstein, CFP | Jul 9, 2024

Empowering Children Through Financial Literacy: Essential Lessons for a Secure Future

Financial Planning
Empower children to become financially responsible adults by teaching them at an early age about budgeting, saving, & making informed financial decisions.
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Digital art of a lawyer standing next to a large document and gavel.
Edward Goldstein, CFP | Jul 2, 2024

Understanding Powers of Attorney (POA): Roles, Responsibilities, and Limitations

Financial Planning
A power of attorney (POA) is a legal instrument empowering one to act on behalf of another person under specific circumstances & with defined responsibilities
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graphic image of a house on a hill behind images of a bag of money, calculator, hourglass, and social security card
Edward Goldstein, CFP | Jun 12, 2024

Divorce: Key Financial and Retirement Planning Considerations

Retirement
Understanding divorce’s effects on your financial stability and retirement planning is crucial; considering also Social Security, pension benefits, & estate.
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scale in background with large jar marked retirement with coins and bills and small jar marked college filled with coins
Edward Goldstein, CFP | May 21, 2024

Where to Invest First: Your Retirement or Your Child's College Fund?

College
Strategies for prioritizing savings for retirement without sidelining the importance of saving for kids' college, providing insights into finding a balance.
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10,000 Lincoln Drive East, Suite 201
Marlton NJ 08053

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Contact Info

(856) 988-5480
egoldstein@flplanning.net

Click for free consultation

Recognized 16x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine 2008-2012, 2014-2025

Recognized as an 11x "Select Wealth Manager" in New Jersey Monthly 2012, 2014-2024

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