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 Douglas Goldstein | Nov 3, 2015 | Decision Making, Podcasts
What are your dreams and goals, and do you think they will come true? On this financial podcast, learn a powerful lesson about the differences between goals and wishes. How can you turn your wishes into goals – and then achieve them? Or you can download... 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 Douglas Goldstein | Oct 27, 2015 | Other, Podcasts, Strategic Thinking
What is identity theft? How can you prevent this modern type of technological crime happening to you? This financial podcast gives you a list of top tips to prevent online fraud and identity theft. To listen to this podcast, click here Or you can download the Rich As... 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
by Douglas Goldstein | Oct 20, 2015 | Behavior finance, Financial Plan, Podcasts
Communication is vitally important for success in finance, relationships, and other major aspects in life. For tips on how to communicate with your financial advisor and when and with whom you should discuss personal money issues, listen to this instructive financial... Click for more
by Doug Goldstein CFP® | Oct 15, 2015 | Behavior finance
Internet fraud is growing almost as quickly as the internet itself! As communication technology gets more sophisticated, online thieves and fraudsters are also getting smarter. Whereas spam emails used to be fairly easy to spot with their claims of online wins,... Click for more
by Douglas Goldstein | Oct 13, 2015 | Decision Making, Financial Plan, Podcasts
What do you know about your finances? Do both you and your partner handle your money decisions, or is your spouse looking after everything to spare you from worry? Listen to this financial podcast to learn why it is important for both partners in a relationship to... Click for more
