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Goldstein on Gelt
 

Posted on: September 24th, 2012

BlogsGoldstein on Gelt

As a financial adviser I notice that certain money mistakes are very commonplace. Are you making these kinds of errors that can destroy a fortune? Instead of learning from your own mistakes, try learning from other people’s mistakes. Here is a list of some of the most common mistakes in financial planning.

 

Posted on: September 11th, 2012

BlogsGoldstein on Gelt

Sadly, as stated above, ZeekRewards is not a one-off story. Apart from desperation to make more money, another possible reason people fall for these schemes is that the scammers may have gotten smarter. However, there are three basic measures that you could follow to protect yourself from falling victim in a financial scheme.

!-Stocks&Bonds_Cover
 

Posted on: September 7th, 2012

BlogsGoldstein on Gelt

Wealth transfer is a hot topic in financial planning. Thinking about how to pass funds from one generation to the next can be emotionally difficult. Perhaps the older generation doesn’t approve of the way the younger spends the money, or the younger generation isn’t involved in the family business. Furthermore, tax and legal issues can complicate matters.

Douglas Goldstein, CFP®
 

Posted on: September 4th, 2012

BlogsGoldstein on Gelt

Spiritual accounting is similar to the financial accounting. In order to be an effective investor, it’s a good idea to sit down once a year with your financial adviser and ask a few questions.

 

Posted on: August 30th, 2012

BlogsGoldstein on Gelt

Whatever the reason, if you reach retirement age and you see that you are not going to have enough money for your anticipated needs, what should you do?

Doug Goldstein
 

Posted on: August 26th, 2012

BlogsGoldstein on Gelt

Mazal tov! Your son or daughter has just got engaged.

 

Posted on: August 22nd, 2012

BlogsGoldstein on Gelt

While generally peer pressure is viewed as a negative trait, emulating successful people may help increase your own chances of success.

 

Posted on: August 19th, 2012

BlogsGoldstein on Gelt

How do you visualize your retirement years? Most people hope that they will finally be able to do the things that they never had time to do during their working years. Very frequently, folks anticipate retirement will be a worry-free time, full of enjoyment, and ample time to spend with family and friends. As a financial adviser, I am often saddened to see retirees facing a different picture.

Goldstein
 

Posted on: August 15th, 2012

BlogsGoldstein on Gelt

You’re never too young to start planning for retirement.

 

Posted on: August 12th, 2012

BlogsGoldstein on Gelt

How to lighten the load in the case of disaster.

 

Posted on: August 8th, 2012

BlogsGoldstein on Gelt

There are thousands to choose from… which mutual fund is right for you?

 

Posted on: August 5th, 2012

BlogsGoldstein on Gelt

Though every investment has pros and cons, consider using one of the most common investment tools around.

 

Posted on: July 31st, 2012

BlogsGoldstein on Gelt

The best-selling book The E-Myth examines the success of McDonalds and what we can learn from it.

Dougie[1]
 

Posted on: July 27th, 2012

BlogsGoldstein on Gelt

What did you do when you received a purple vase decorated with green stripes and gold roses as an inheritance from your late Aunt Minnie? Did you give it a place of honor in your breakfront, hide it away in the attic, or did you follow your spouse’s instructions and “sell that hideous thing because at least you might get some money for it”? Chances are that you wouldn’t dare sell the vase, simply because of its sentimental value.

 

Posted on: July 22nd, 2012

BlogsGoldstein on Gelt

There’s no such thing as a perfect investment.

Doug Goldstein
 

Posted on: July 18th, 2012

BlogsGoldstein on Gelt

Have you thought about investing in dividend-paying stocks? As the name suggests, these are stocks that pay out a certain percentage of the company’s earnings as a dividend periodically (usually quarterly) to the investor. Recently, dividend-paying stocks have received a good press in publications such as The Wall Street Journal. Have you considered why dividend-paying stocks might be good for you?

Doug Goldstein
 

Posted on: July 15th, 2012

BlogsGoldstein on Gelt

There’s no such thing as a free lunch.

 

Posted on: July 11th, 2012

BlogsGoldstein on Gelt

Since you can’t take it with you, why not give it away with a warm hand?

 

Posted on: July 9th, 2012

BlogsGoldstein on Gelt

Should you sell out of your portfolio now?

Goldstein
 

Posted on: July 4th, 2012

BlogsGoldstein on Gelt

What kind of investor are you? Do you try to time the market and jump in at the right minute? Or are you a more cautious kind of person who spends hours researching market performance before you consider buying or selling anything?

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