by Elle Kaplan | Nov 16, 2016 | Blog, Retirement
In investing, what you earn doesn’t matter; it’s what you keep that’s important. That’s why anyone who is planning to retire needs to be especially careful at the end of the year. Many tax-advantaged retirement accounts (like a 401k), have deadlines that fall before...
by Elle Kaplan | Nov 15, 2016 | Blog, Wealth Management
Even if you budget and invest with ease on your own, it can be difficult to develop a budget as a couple. After all, how we want to spend our wealth is connected to our goals, views and even our upbringings. That doesn’t mean you should sweep budgeting as a couple...
by Elle Kaplan | Nov 9, 2016 | Blog, Investing
Life is full of surprises, and Donald Trump’s unexpected election victory is certainly no exception. Politics aside, you may be wondering how an event like this should affect your investing decisions. After all, many investors tie their emotions to their investment...
by Elle Kaplan | Nov 8, 2016 | Blog, Retirement
Retirement is difficult for almost everyone- however, women especially often face unique issues that can become major roadblocks during their golden years. Fortunately, with some preparation and careful planning, you can achieve a worry-free retirement, regardless of...