How to Test Your Retirement Readiness

by Elle Kaplan | Jul 11, 2016 | Blog, Retirement

No matter what your retirement plans are, you’ll want to make sure you’re prepared financially for anything that comes your way. That’s why we’ve come up some important points you should use to test your retirement readiness: Check your emergency fund No matter how...

An Overlooked Way to Save and Invest More of Your Wealth

by Elle Kaplan | Jul 7, 2016 | Blog, Investing

Although setting aside more of your wealth and investing is an excellent goal, it’s often easier said than done. Everything from juggling the costs of your children to simply paying the monthly bills can chip away at the excess wealth you want to stow away for your...

Some Important Financial Discussions to Have Before Marriage

by Elle Kaplan | Jul 6, 2016 | Blog, Wealth Management

Although marriage is indeed a union, it doesn’t mean your finances automatically mesh together. That’s why it’s important for couples to have the right financial discussions before getting married. By aligning your financial goals and needs, you can not only ensure...

How Should You Invest With an Empty Nest?

by Elle Kaplan | Jul 5, 2016 | Blog, Investing

After your children have left the house for good and moved on into adulthood, you may find yourself with an influx of additional wealth (as well as free time). Although spending the additional free time is completely up to your discretion, there are some wise (and...

Are You Prepared for Retirement?

by Elle Kaplan | Jun 29, 2016 | Blog, Retirement

“Are you prepared for retirement?” is a question millions of Americans ask themselves every year. Even if you’ve already began saving and prepping for your golden years (kudos), you’ve probably had the same question rattle around in your own head too. When you retire,...

How to Make the Power of Compound Interest Work for You

by Elle Kaplan | Jun 28, 2016 | Blog, Investing

It is no wonder that compound interest has been referred to as the Eighth Wonder of the World. Over time, just an incremental increase in your rate of return can have a magnificent impact on the value of your savings. Compound interest may not be the Great Pyramid of...