by Douglas Goldstein | May 17, 2016 | Chess Strategies, Financial Strategies, Podcasts
Do you want to become a better investor? Three chess strategies helped Susan Polgar’s collegiate chess team win the national championship six times in a row. Find out what these strategies are and how they can help you become a better investor and financial... Click for more
by Doug Goldstein CFP® | May 12, 2016 | Financial Strategies
Keeping your money in “safe” investments is not a guarantee against being a victim of financial fraud. Take these 3 steps to minimize the risk that you’ll be a target in a scheme. Create strong passwords Don’t base your financial passwords on family birthdays, names,... Click for more
by Douglas Goldstein | May 3, 2016 | Decision Making, Financial Strategies, Podcasts
What are alternative investments? How do they compare to ETFs, stocks, bonds, and mutual funds? This week’s financial podcast explains why it is important to avoid complexity in investing, and why you should make sure to match your investments to your personality and... Click for more
by Douglas Goldstein | Apr 12, 2016 | Chess, Chess Strategies, Financial Strategies, Podcasts
Protect your money by using an amazing chess move – castling. How does this “castling” work, and what’s its connection with investing? This financial podcast explains the basic steps for keeping your money and your family safe from financial... Click for more
by Doug Goldstein CFP® | Mar 17, 2016 | Financial Strategies
One of the most common wedding mistakes is spending too much on the wedding party. As I often tell my clients, “Plan for a wedding just like you plan for retirement.” A wedding is a big expense, and similar to retirement, if you don’t plan correctly you may find... Click for more
by Douglas Goldstein | Mar 15, 2016 | Decision Making, Financial Strategies, Podcasts
If you get an inheritance, one of the first questions you may ask is how to minimize the resulting taxes. In this financial podcast, find out what you need to know about maximizing the growth of an inheritance and whether you will face estate tax issues. Reminder:... Click for more
