by Douglas Goldstein | May 30, 2017 | Financial Plan, Podcasts
As baby boomers get closer to retirement, what’s the financial tool they should avoid? Find out why it’s important to line up your assets as your retirement approaches, just like a chess player who lines up his pieces and refines his endgame. Is it a good... Click for more
by Doug Goldstein CFP® | May 23, 2017 | Financial Plan
When did you last review your finances? I’m not referring to checking to see how much cash is in your wallet, but a comprehensive review including your retirement plan, investments, and bank statements. Just like a chess player constantly reviews tactics and... Click for more
by Douglas Goldstein | May 2, 2017 | Decision Making, Financial Plan, Podcasts
One of the reasons investing in the stock market is so difficult is because we can’t predict the future. The trick is to use hindsight to help you determine what will be. While past performance is never a guarantee of future results, if you were able to invest... Click for more
by Douglas Goldstein | Apr 4, 2017 | Financial Plan, Podcasts
As America is a world leader in energy production and technology, the U.S. economy is one of the most powerful economies on this planet. America is also one of the world’s largest consumer markets. If you are tempted to benefit from the growth in the U.S.... 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® | Dec 6, 2016 | Decision Making, Financial Plan
Before you start investing, you need to know what your net worth is. But what is “net worth,” and how do you calculate it? Your net worth is the sum of the value of everything you own, including your home, car, jewelry, and investments, etc., minus debts, including... Click for more
