by Elle Kaplan | Dec 31, 2014 | Blog, Investing, Retirement, Wealth Management
The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...
by Elle Kaplan | Dec 17, 2014 | Blog, Investing, Wealth Management
The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...