by Doug Goldstein CFP® | Dec 19, 2017 | Other
Improve your financial situation in the New Year by conducting a project postmortem. Reviewing and analyzing a chess game helps you prepare for the next time you play. In general, performing a postmortem on anything can help boost results the next time around. Susan... Click for more
by Doug Goldstein CFP® | Dec 5, 2017 | Decision Making, Financial Plan
Here’s an important financial tactic that is often overlooked, but can help boost both your bottom line and your performance on the chessboard: Use your head! Don’t run on automatic pilot. Be aware of what you’re doing and put clear thought and consideration into... Click for more
by Doug Goldstein CFP® | Nov 21, 2017 | Decision Making
The key to understanding investments is to avoid unrealistic expectations. One of the biggest mistakes investors make is expecting too much from an investment. But why do people have unrealistic expectations of their investments? There’s no such thing as getting rich... Click for more
by Doug Goldstein CFP® | Nov 7, 2017 | Chess, Decision Making
Is it always an act of kindness to give your adult children financial support? Many parents who give their grown children financial assistance have good intentions. While their generosity appears to be a gift on the surface, these adult children may pay a heavy price... Click for more
by Doug Goldstein CFP® | Oct 24, 2017 | Chess Strategies, Strategic Thinking
If you want to boost your financial returns, try applying one of my favorite chess tactics – the chess fork – to managing your money. What is a chess fork, and how does it work? When a chess player forks his opponent, he moves his piece to a strategic square,... Click for more
