by Elle Kaplan | Jun 1, 2017 | Blog, Wealth Management
While we all suffer from occasional regrets, a new survey shows that America is dealing with some pretty serious financial ones. BankRate’s survey found that around only 20 percent of Americans have been able to avoid financial regret. There is a silver lining...
by Elle Kaplan | May 31, 2017 | Blog, Retirement
When you hear the phrase “pay gap,” the figure 78 cents likely comes to mind. While the fact that women earn 78 cents to a man’s dollar is still an unfortunate reality, there’s a figure that possibly even more alarming: $418,800. That’s the amount a woman loses over a...
by Elle Kaplan | May 30, 2017 | Blog, Wealth Management
Many of us dream about receiving a sudden windfall of wealth. But whether it’s through an inheritance or a promotion, an unexpected influx of cash is more common than you’d think – and it’s no guarantee for long-lasting financial success. The statistics show that most...
by Elle Kaplan | May 26, 2017 | Blog, Investing
There has been a whirlwind of news about possible political policies and changes, coupled with the potential impact they could have on the economy. As an investor, it can be tempting to start investing based on politics because of these upcoming shifts. So, is it a...
by Elle Kaplan | May 23, 2017 | Blog, Retirement
The world of finance and retirement can be confusing for the average passerby. So it’s no small wonder that many half-truths and misinterpretations about retirement investments have been accepted as gospel. To help you become a better long-term investor, we’ve...
by Elle Kaplan | May 22, 2017 | Blog, Entrepreneurship
When it comes to retirement for small business owners, the statistics show that many are woefully underprepared. Whether you’re a small business owner or the CEO of a large startup, there are some common reasons (and solutions) for this issue. As entrepreneurs, we...