by Douglas Goldstein | Dec 8, 2015 | Financial Plan, Financial Strategies, Podcasts
Are ETFs a good investment for you? ETFs (Exchange Traded Funds) are a very popular investment, but before investing in them there are a few important things that you need to know. This week’s financial podcast gives you some important advice and guidance. You can... Click for more
by Douglas Goldstein | Nov 24, 2015 | Decision Making, Financial Plan, Podcasts
Many people invest their money in variable annuities because they believe they are very safe. But how safe are they? What are the risks involved? Are you aware of the various charges on your annuity? This financial podcast is a must for anyone thinking of investing in... Click for more
by Doug Goldstein CFP® | Nov 19, 2015 | Decision Making, Financial Plan
What’s the difference between a Minimum Viable Product and a Most Valuable Player? At first, these two concepts seem like opposites but in reality they aren’t. Minimum Viable Product Sometimes the path to perfection is debilitating. While dotting all your i’s and... Click for more
by Douglas Goldstein | Nov 17, 2015 | Decision Making, Financial Plan, Podcasts
Are you thinking of investing in a new startup company? This week’s financial podcast tells you what you need to know before you invest. What are the questions you should ask? The five minutes that it takes to listen to this podcast can make a difference to your... Click for more
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 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
