The Financial Impact of Networking: Building a Path to Success

by Elle Kaplan | Aug 2, 2023 | Blog, Success

In the fast-paced and ever-evolving world of business, success isn’t solely determined by what you know but by who you know. The power of networking is undeniable when it comes to forging meaningful connections that can propel one’s career to new heights....

Navigating the Financial Seas: Essential Insights for Novice Investors

by Elle Kaplan | Jul 26, 2023 | Blog, Investing

Welcome, esteemed and ambitious investors, to the enthralling world of investment! As a dedicated financial advisor, I have traversed the intricate maze of investment opportunities, and it is with great pleasure that I share invaluable insights that shall guide you on...

Unlocking Financial Success: A Journey of Goal Setting in the Second Half of the Year

by Elle Kaplan | Jul 12, 2023 | Blog, Financial Health

New Year is the traditional time for setting goals. As we eagerly embrace the new year, armed with fresh hopes and aspirations, anything can seem possible. We conjure up visions of our ideal selves, achieving greatness and conquering the world. Ah, the optimism! But...

Pioneering Contributions: The Impact of LGBTQ+ Innovators Across Fields

by Elle Kaplan | Jun 30, 2023 | Blog, Inspiration

Throughout history, LGBTQ+ innovators have made groundbreaking contributions across various fields, leaving an indelible mark on society. Their resilience, creativity, and determination have shattered barriers and inspired countless individuals. From science and...

The Economic Success and Philanthropic Spirit of the LGBTQ+ Community

by Elle Kaplan | Jun 7, 2023 | Blog, Wealth Management

As we examine the wealth and charitable nature of the vibrant LGBTQ+ community during Pride Month, in June, it becomes evident that their progress extends beyond societal advancement. In recent years, the LGBTQ+ community has made remarkable strides in their fight for...

The Benefits of Meditation for Financial Well-Being

by Elle Kaplan | May 3, 2023 | Blog, Mental Health

May is National Meditation Month, and it is an excellent time to explore the art of meditation, which is a powerful tool for managing financial anxiety by increasing focus and achieving a greater sense of peace and well-being.  Benefits Meditation is a practice that...