by Doug Goldstein CFP® | Nov 19, 2015 | Decision Making, Financial Plan
What’s the difference between a Minimum Viable Product and a Most Valuable Player? At first, these two concepts seem like opposites but in reality they aren’t. Minimum Viable Product Sometimes the path to perfection is debilitating. While dotting all your i’s and... Click for more
by Doug Goldstein CFP® | Nov 12, 2015 | Financial Strategies
What makes a stock profitable – its share value or its dividend returns? Some investors complain that a certain stock’s price hasn’t increased. But if they were to look at how much dividend income they received over the same time period, they would see a very... Click for more
by Doug Goldstein CFP® | Nov 5, 2015 | Decision Making, Financial Plan
If you are taking care of an elderly parent or a physically or mentally challenged relative, who is taking care of your money? Being a caregiver can have serious financial implications. For example, time spent on giving assistance and running to hospital appointments... Click for more
by Doug Goldstein CFP® | Oct 29, 2015 | Decision Making
What does the idea of a “mentor” mean to you? Does the word conjure up the image of a specific person who takes you under his wing and guides you every step of the way? If you imagine yourself in this relationship, would you be happy? Do you really want someone... Click for more
by Doug Goldstein CFP® | Oct 22, 2015 | Financial Plan, Financial Strategies
Organizing the fundamentals of your estate is like a proper opening in chess. If your pieces aren’t strategically placed from the beginning, it makes success at the end all the more difficult. Here are five steps you need to take when organizing your estate: Update... Click for more
