Investing Your Money for The Long-Term: A lesson from marathon runners

by Elle Kaplan | Mar 31, 2016 | Blog, Investing

There are many similarities between successfully running a marathon and successfully investing your money for the long-term. Investing not only requires the muscle (capital) to reach one’s long-term goals, but also the mental strength. When comparing a marathon to...

When Should You Start Investing for Retirement?

by Elle Kaplan | Mar 30, 2016 | Blog, Retirement

If you’ve ever wondered when you should start investing for retirement, you’re not alone. A recent survey by The Fed has found that almost a third of Americans have no savings for retirement yet. However, just because many Americans have put off investing for...

What Should You Do With Your Savings?

by Elle Kaplan | Mar 28, 2016 | Blog, Investing

You make a steady income, have paid down your debts and you put money into a savings account every month. Generally speaking, you’re on a good path, right? But is this the best way to create wealth? Not exactly. So, what should you do with your savings? Most people...

How to Create a Financial Estate Plan for Your Family

by Elle Kaplan | Mar 25, 2016 | Blog, Estate planning

For many people, estate planning can seem like a difficult topic to broach, but it’s a necessary one. A good estate plan is beneficial to you and will reduce the stress of your loved ones during a very difficult time in their lives. An important aspect of the planning...

Just Married: Should You Combine Investment Accounts with Your Spouse?

by Elle Kaplan | Mar 25, 2016 | Blog, Investing

If you are considering whether or not you should combine investment accounts, here are the steps you need to take. Taking the leap and tying the knot can be an exciting moment for couples. Marriage can mean joining your lives, as well as your assets. One issue that...