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Financial Articles

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? Explore strategies like rental properties, REITs, and affiliate marketing to build wealth with minimal effort.
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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
Why pay fees for Financial Advisors to manage investments when you can do it yourself? Discover the many reasons to rely on a Certified Financial Professional.
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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
Discover dual benefits of charitable giving: the joy of helping others and potential tax advantages. Learn key considerations for making impactful donations.
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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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2 large houses next to each other
Edward Goldstein | Jun 3, 2020

Various Types of Mortgages

Financial Planning
In the market for a home? Explore mortgage types and their requirements to meet your financial needs: fixed or adjustable rates or FHA, VA, or USDA Loans.
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Elderly couple going up escalator at an airport terminal
Financial Life Planning, LLC | Jan 2, 2020

Life Insurance Policy Options

Life
Disability and LTC Insurance
An untimely death can have a major financial impact on those left behind. Examine common life insurance policy options: Term, Universal and Whole.
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View of a city skyline from top of a building
Financial Life Planning, LLC | Jan 2, 2020

How to Keep Your Personal Finances in Shape

Financial Planning
Here are a few steps you can do (or not do) to grow and maintain your investment portfolio when just starting on your investment journey.
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elderly hands on a cane
Financial Life Planning, LLC | Aug 22, 2019

Why Should I Consider Retirement Planning?

Retirement
Social Security and Medicare
Explore key retirement planning tips for every age. Whether you're starting your career or nearing retirement, it's never too early or too late to prepare.
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3 older students at picnic table with open books
Financial Life Planning, LLC | Jul 29, 2019

Using 529 College Savings Plans As An Estate Tool Under New Rules

College
The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college
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graphic image of calculator overlaid with money and stock graph
Financial Life Planning, LLC | May 23, 2019

Your Portfolio Performance Expectations

Investment Goals
Investments
Define your financial goals and path to retirement with a solid strategy. Avoid market traps and measure success based on your objectives, not trends.
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