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Financial Articles

Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Edward Goldstein | Jan 24, 2023

It's Never Too Late to Save for Retirement

Retirement
You still have time to save for retirement, even if you're in your 50s and haven’t done much to save.
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Parent reading a book to their newborn child
Edward Goldstein | Jan 18, 2023

What does "Wealth" Mean to You?

Financial Planning
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Hand holding a bill with a red "Past Due" stamp on it
Edward Goldstein | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
Balance debt repayment and retirement savings with Financial Life Planning’s guidance and customized wealth management to secure your financial future.
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Hands holding a small wrapped present
Edward Goldstein | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Financial Planning
Considering donating to a cause? Ensure your charitable donations are legitimate and tax-deductible by researching, verifying receipts, and checking
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Woman in a suit holding a piece of paper. She is in an office setting.
Edward Goldstein | Sep 30, 2021

Preparing for Retirement: Planning Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans: Build a strategy, cut debt, create a budget, set goals
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Edward Goldstein | Jun 22, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. Plan your ideal retirement now: Set clear goals, prioritize, invest early, and review
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Securing Advice From Financial Advisors | Financial Life Planning
Edward Goldstein | Jun 17, 2021

Securing the Proper Advice from Financial Professionals

Financial Planning
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Man sitting at a long table in front of a window. He is looking at his phone.
Edward Goldstein | Apr 22, 2021

Passive Income Investments: Making Your Money Work for You

Investments
Looking to potentially increase your income without working extra hours? Explore strategies like rental properties, REITs, and affiliate marketing to build
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Row of townhomes
Edward Goldstein | Mar 18, 2021

Selling Your Home After Retirement: Evaluating The Benefits of Downsizing

Retirement
Real Estate
Nearing retirement age and looking to reduce your expenses? Learn how downsizing in retirement can reduce expenses, lower bills, and increase savings.
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laptop showing graphs of a generic stock over time
Edward Goldstein | Nov 24, 2020

The Value of Investing with a Financial Advisor Versus Doing it Yourself

Investments
Paying fees for professional investment management is something we'd like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it
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Elderly woman and younger woman having a conversation
Edward Goldstein | Oct 28, 2020

Is There a Need for Life Insurance When You Retire?

Life
Disability and LTC Insurance
Is it really necessary for you to retain life insurance in retirement? Depends on your situation: current debts & assets, resources, & overall financial plan.
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Man at computer desk holding open notebook
Edward Goldstein | Jul 30, 2020

Charitable Giving: How Your Gift Returns in Tax Benefits

Financial Planning
While you may have altruistic reasons for donating to a charity that you support, there can also be tax benefits that come along with donations. Here are some
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Marlton NJ 08053

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egoldstein@flplanning.net

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

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