by Elle Kaplan | Dec 5, 2016 | Blog, Investing
Watching your stock investment portfolio during times of turmoil (such as the extreme volatility after the presidential election), can be incredibly jarring. After all, you worked hard to attain your wealth, and those investments represent important life goals, like...
by Elle Kaplan | Dec 1, 2016 | Blog, Retirement
If you’re preparing for retirement, there is a myriad of investment options available, and it can become head-spinning to choose the right option. So, quite understandably, one of the most frequent questions I’m asked involves the differences of a Roth vs...
by Elle Kaplan | Nov 29, 2016 | Blog, Retirement
Studies show that nearly 98% of us don’t stick to our resolutions. It’s no small wonder that the majority of Americans are woefully underprepared (or wholly unprepared) for retirement. Whether you have a million dollars or are just getting started, you might be facing...