The Goldstein Eig Group at Morgan Stanley

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to help set yourself up for success.

Fall Planning for Your Finances | Morgan Stanley morganstanley.com

Want to raise financially savvy kids? Start by teaching them about budgeting, saving, and investing. Let's empower the next generation together. Contact me for more tips.

A Parent's Guide to Talking to Your Kids About Money morganstanley.com

While saving for retirement is important, so is your plan of action once you've retired. Consider these strategies to help you overcome five of the biggest income-related challenges. Let's talk.

Overcoming Your 5 Biggest Retirement Challenges | Morgan Stanley morganstanley.com

Health is wealth. Join us Monday, September 9 at 4PM ET for the next session of our Wealth Education for the Next Generation series. Learn more about cultivating healthy habits, healthcare, investing in preventative care and more. Register here:
https://livesocial.seismic.com/a0uIfC

Did you know college students can be prime targets for cybercriminals? Learn how to help them stay safe online.

Cybersecurity 101: Staying Safe at College | Morgan Stanley morganstanley.com

Happy National Dog Day!

Today we celebrate our loyal companions who add so much joy to our lives. Whether it's a wagging tail greeting us at the door, or puppy eyes hoping for a treat, dogs show us unconditional love.

Let's take a moment to appreciate these wonderful creatures and the endless happiness they bring.

Meet Molly!

Let's challenge the notion that talking about money is taboo. In honor of National Financial Awareness Day on August 14, learn how you can approach these conversations with your family.

How to Break the Ice Around Family Finances | Morgan Stanley morganstanley.com

When market volatility picks up, having a long-term horizon is an investor's best strategy.

How to Handle Volatility www.morganstanley.com

Tired of managing multiple accounts? Discover how consolidation can help you combat 'account sprawl' and simplify your financial journey.

Help Simplify Your Life through Financial Consolidation morganstanley.com

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/aERNM0

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

Why Having a Goal Is Key to Investing morganstanley.com

Take these steps to ensure you have trusted decision-makers in place should you—or your parents—become incapacitated.

The One Conversation You Should Be Having morganstanley.com

Book your summer travel with Reserved Living & Giving. Enjoy discounts on hotels, golf club shipping, car rentals, popular attractions, airport lounge memberships and more!

Summer Travel with Reserved Living & Giving msreserved.com

Are the seniors in your life staying safe online? Learn how to help protect your loved ones from cyber criminals.

Cybersecurity for Seniors: A Guide for Loved Ones www.morganstanley.com

An all-cash offer can help you stand out among other homebuyers. These strategies can help you raise the funds. When you're ready, let me know how I can help.

Looking to Buy a Home? How Cash Offers Can Give You an Edge morganstanley.com

Hard to believe our son, Hayden, has already finished his first year at Syracuse University. Here is a picture from when we dropped him off in the fall. Whether you've got toddlers or teenagers, you should be thinking about investing for education costs. Let's talk about how a 529 plan could help. https://livesocial.seismic.com/a_pl3O

Consolidating your retirement accounts may provide you with a better view of your financial picture and potentially expand your investment choices. Discover how.

Beware of Retirement Sprawl | Morgan Stanley www.morganstanley.com

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.45% Annual Percentage Yield with a 3 to 11-month New Money CD. Learn more and contact me to take advantage of this competitive CD offer:
https://livesocial.seismic.com/awsuRH

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan.

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley www.morganstanley.com

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What should investors know?

Election 2024: Investors' Top Questions Answered | Morgan Stanley www.morganstanley.com

We have refreshed our website to provide additional insight into our services and the available resources through Morgan Stanley. You will find we have designed a tab to highlight all the important client resources including wire transfers, tax information, Morgan Stanley Online and more.

Please take a few moments to check it out!

livesocial.seismic.com advisor.morganstanley.com

Planning for retirement isn't over when you stop working. Be prepared by knowing the challenges you may face. Let's talk.

5 Mistakes to Avoid in Retirement | Morgan Stanley www.morganstanley.com

Stress is something that affects everyone. This article discusses seven ways to help manage it.

7 Ways to Conquer Stress msreserved.com

Learn how Reserved Living & Giving can help you achieve your health and wellness goals this year:

3 Ways to Prioritize Your Health msreserved.com

You've worked hard to build your wealth, now it's time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

Estate Planning Essentials: 7 Key Steps | Morgan Stanley www.morganstanley.com

A thoughtful financial plan can help you prepare for the new year. Let's discuss different considerations that may set you up for success in 2024.

Your Life, Your Wealth: Planning for Your Financial Future | Morgan Stanley www.morganstanley.com

Wishing you all a joyful holiday season filled with warmth, happiness, and laughter! May the upcoming year bring you exciting opportunities and success in all your endeavors. Cheers to a fantastic new year ahead!

With 2024 fast approaching, if you haven’t already given some thought to your year-end tax strategy, now would be a good time to do so. We have recently updated our website to include tax information that could be beneficial for you as you plan for the end of the year.

Select the link below to check it out:

The Goldstein Eig Group | Paramus, NJ | Morgan Stanley Wealth Management The Goldstein Eig Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Give the Gift of Education This Holiday Season | Morgan Stanley Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Five Holiday Scams to Avoid | Morgan Stanley Stay a step ahead of cybercriminals this season by being aware of these scams.