by Elle Kaplan | Dec 12, 2014 | Blog, Wealth Management
The holidays are a time to focus on friends and family, and celebrating this special season often includes gifts. Whether your gift style tends toward entertaining, getting creative with thoughtful homemade goods, or scouring stores for the perfect item, chances are...
by Elle Kaplan | Dec 3, 2014 | Blog, Estate planning, Wealth Management
One of the most important parts of financial planning for your family is estate planning. One of the biggest potential mistakes people can make is to put off estate planning or worse, skip it completely. You can avoid this by starting an open dialog as early as...
by Elle Kaplan | Nov 21, 2014 | Blog, Retirement, Wealth Management
Retirement planning is not one size fits all. Everyone’s financial situation and goals are different. While there is no one magic number to answer this question for everyone, it is important to get a clear sense of where you stand and an idea of what you want to...
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