Should You Invest for Your Retirement vs. Your Kids’ Education?

by Elle Kaplan | May 18, 2016 | Blog, Wealth Management

Raising a family means you have to juggle numerous financial responsibilities at once. You not only have to worry about your own needs and retirement, but have to handle the expenses and costs of your children as well. While there are many costs that are obviously...

Some Conventional Financial Wisdom You Should Ignore

by Elle Kaplan | May 17, 2016 | Blog, Investing

Conventional wisdom exists everywhere, and although it’s typically accepted at face value as theory, it turns out to be wrong quite frequently. For example, millions of people used to be absolutely certain that the earth was flat. This holds truer than ever in...

Should I Use a 529 Plan?

by Elle Kaplan | May 16, 2016 | Blog, Wealth Management

Higher education costs are constantly rising, and they will most likely be one of the largest expenses you have to tackle if you have a child and plan to support their education financially. If you’re wondering if you should use a 529 plan to help ease the burden of...

Why Is a Financial Checkup Important?

by Elle Kaplan | May 10, 2016 | Blog, Wealth Management

It may not be your favorite thing to do, but you (hopefully) schedule a checkup with your health professionals at least once a year. Even if nothing is wrong, you know it’s a wise move to check for any potential problems and make sure you’re on track towards a healthy...

3 Retirement Tips for Late Bloomers

by Elle Kaplan | May 9, 2016 | Blog, Retirement

If you’re in your 30’s or older, you should have already began planning for retirement. But if you haven’t started yet, you’re not alone – according to a study done by the National Institute on Retirement Security, over 45% of working-age households don’t own...

A Financial Mistake that Entrepreneurs Need to Start Avoiding

by Elle Kaplan | May 9, 2016 | Blog, Entrepreneurship

I’ve often spoken about the need and importance of diversification when it comes to your investment portfolio. However, does the same thing that’s said about your investments also hold true for your customers? A large mistake that entrepreneurs make far too frequently...