Elle Kaplan, Author at LexION Capital

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...

Tax Allocation: How to Keep Your Wealth

by Elle Kaplan | Mar 23, 2016 | Blog, Retirement

What good is it to generate wealth if you are not able to hold on to it? Investing is not just about what you earn, but also about what you keep. So, is your investment advisor helping you keep your wealth? Tax Allocation Tax allocation is incredibly vital for an...

Should You Take Out A 401k Loan?

by Elle Kaplan | Mar 8, 2016 | Blog, Retirement

401k’s are one of the most popular retirement plans offered by employers in the United States with nearly 80% of full-time, eligible employees taking advantage of the program. These plans allow employees to put money away toward their retirement pre-tax, and...