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Financial Articles

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 person holding a stress ball
Edward Goldstein | Nov 3, 2020

Planning for Long-Term Care Before You Need It

Disability and LTC Insurance
It’s daunting to think about the day when you may not be able to live independently and care for yourself. Plan for long-term care now to ensure control and
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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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child dressed in a cape looking up towards sky
Edward Goldstein | Jul 2, 2020

Financial Topics To Teach Children

Financial Planning
In a recent survey, only 26 percent of those between the ages of 13-21 said they had been taught how to manage money. Teach kids financial literacy early: Learn
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numerous stock graphs
Edward Goldstein | Jul 1, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Financial Planning
Hiring a financial professional could be one of the best financial moves you make this year.
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egoldstein@flplanning.net

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