by Doug Goldstein CFP® | Mar 14, 2017 | Chess Strategies, Strategic Thinking
What happens if you make a mistake when filing your tax return? Regardless of whether it was an innocent error or a purposeful act of omission, your signature on a completed form attests to its accuracy. While sometimes the tax code has broad interpretations, filings... Click for more
by Doug Goldstein CFP® | Feb 28, 2017 | Chess, Decision Making
The way you play chess can shed light on how you manage your money. If you are a careful chess player and keep track of your moves, you might find a budgeting tracker a useful tool. In chess, you have a set number of pieces. In order to win, you need to use each piece... Click for more
by Doug Goldstein CFP® | Feb 14, 2017 | Chess Strategies, Financial Plan
How can you improve your investment account management? The answer is to consolidate your investments. If your investments are scattered among different companies, it’s difficult to keep track of what you own, and you may even have duplicate investments. ... Click for more
by Doug Goldstein CFP® | Jan 31, 2017 | Decision Making
Almost two thirds of Americans today can’t pass a basic financial literacy test. Can you? According to the FINRA Foundation’s National Capability Study, most Americans only got three out of six answers correct on a financial quiz… only 50%! FINRA (Financial Industry... Click for more
by Doug Goldstein CFP® | Jan 17, 2017 | Decision Making
You don’t have to be a financial genius to get rich – simply change your spending habits. What are the most effective changes you can make to your spending habits? Changing your spending habits can be like changing the way you play chess Look at the way you play... Click for more
