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 | Jan 5, 2016 | Decision Making, Financial Strategies, Podcasts
How much do you know about mutual funds? In this second half of a two-part series on mutual funds (for the previous episode click here), Doug explains what mutual funds are and how an individual investor can profit by investing in them. He reveals an important... Click for more
by Doug Goldstein CFP® | Nov 26, 2015 | Financial Strategies
Of the many subjects taught in school, personal finance classes are noticeably absent. If kids were taught how to avoid debt and how to start saving for retirement from a young age, it would minimize the chance that later on in their lives they would experience... Click for more
by Douglas Goldstein | Nov 10, 2015 | Asset Allocation, Financial Strategies, Podcasts
Discover how asset allocation can help you build your wealth. This week’s financial podcast will help you get started with using this strategy, favored by many experts. Listen to the whole podcast to get details of a free download with crucial information for... Click for more
by Doug Goldstein CFP® | Oct 1, 2015 | Behavior finance
In my twenty-plus years as a financial advisor, I have seen too many investors make the same mistake with their money. What is the all-too-common financial mistake? Investors follow their emotions rather than logic. Sometimes emotions can cause you to make a hasty... Click for more