by Doug Goldstein CFP® | Nov 8, 2016 | Financial Plan
Handing over financial responsibility to someone else, even if that someone is your own child, is a very sensitive issue. You may think that letting go is the equivalent of resigning from a game of chess when you are in a winning position. Yet handing over... Click for more
by Doug Goldstein CFP® | Sep 27, 2016 | Financial Plan
How often should you review your financial plan? If you haven’t looked at your plan in more than six months, then you’re overdue. When people build a financial plan, they spend a lot of time thinking about their goals and sitting with a financial advisor to find out... Click for more
by Douglas Goldstein | Sep 20, 2016 | Financial Plan, Financial Strategies, Podcasts
What’s the best way to improve your investment results? Learn to filter out distractions and give your plan a chance to work. Listen to this financial podcast to find out why it’s important to stick to your financial plan, rather than continually moving... Click for more
by Douglas Goldstein | Aug 23, 2016 | Financial Plan, Podcasts
If you are still working, here’s one retirement planning opportunity you don’t want to miss out on? As many as 68% of working people in America don’t take advantage of this simple retirement savings technique. What should they do? Maximize the... Click for more
by Douglas Goldstein | May 31, 2016 | Financial Plan, Podcasts
How can you make more money by consolidating your investments? If your investments are scattered among different companies not only is it difficult to know what you own, but you may end up paying more in fees. Not to mention, your asset allocation may not be as... Click for more
by Doug Goldstein CFP® | May 19, 2016 | Behavior finance, Financial Plan
When you look at your investment portfolio, what do you see? Are you able to focus on all of its details at once? Many investors think they are looking at the big picture when they read over their financial portfolio, but many important details escape their attention.... Click for more
