3 Smart Ways to Spring Clean Your Finances

by Elle Kaplan | May 3, 2017 | Blog, Investing

Spring is in the air, and it not only signifies good weather – it’s also a time many of us take to clean up, organize, and rejuvenate. This shouldn’t just apply to your personal life or home, however. Even if you have a well-laid out investment plan, taking the time...

Passive vs Active Investing: What Will Make You Successful?

by Elle Kaplan | May 2, 2017 | Blog, Investing

Whenever there’s a discussion about passive vs active investing, you’ll see heated arguments from both sides of the aisle. However, active vs passive active investing isn’t only a polarizing topic – whatever side you pick can have an enormous impact on...

3 Financial Mistakes to Avoid in Your 30s

by Elle Kaplan | May 1, 2017 | Blog, Retirement

Your thirties can present a new series of financial challenges, and that can come with its fair share of potential mistakes. Many in their thirties tend to see higher expenses, such as having a child and buying a home, coupled with a greater need to start investing...

3 Avoidable Retirement Mistakes Couples Make

by Elle Kaplan | Apr 27, 2017 | Blog, Retirement

One might think that the power of two monetary forces combined would make investing for retirement far easier. While this can be the case, it doesn’t always turn out that way. Meshing two peoples’ finances and investing needs and goals together can come with its fair...

How to Invest a Sudden Windfall of Cash

by Elle Kaplan | Apr 24, 2017 | Blog, Investing

Suddenly having a large amount in your bank account might seem like a pipe dream at the moment, but it can become a reality when you least expect it. Whether it’s through the a promotion or a sudden business success, it can happen, and you should be prepared (and...

How to Start Investing for Retirement

by Elle Kaplan | Apr 21, 2017 | Blog, Retirement

It’s easy to procrastinate when it comes to investing for retirement, especially when its decades down the line. Just getting started is half the battle – knowing that you want to make your wealth work for you and realizing the immense value of investing early...