What to Do When There Is Increased Volatility in the Markets

by Elle Kaplan | Jan 8, 2016 | Allocation, Blog, Investing, Retirement, Wealth Management

Often, many investors will throw their strategy out the window at the first sign of an increase in volatility in the markets. However, this is more difficult to do if there is a concrete objective (like retirement) on the horizon. At LexION Capital we work hard to...

How Much Money Will I Have When I Retire?

by Elle Kaplan | Nov 20, 2015 | Blog, Retirement

Earning your wealth is only half the battle. The other half is how to plan for retirement—in other words, how to retire rich. When you retire, you lose job-based income, so you need to make sure you’re accruing savings while also building and managing your wealth....

How Can I Plan For Retirement?

by Elle Kaplan | Sep 22, 2015 | Blog, Retirement

At one point or another you have probably asked yourself, “How do I start planning for retirement?” And if you haven’t yet asked yourself that question, it’s probably not too late to start. To help you get on track with your retirement planning, we’ve come up with a...

How Long Will Your Retirement Savings Last?

by Elle Kaplan | Aug 10, 2015 | Blog, Retirement

If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at 65, or at any age, mapping out the path to your destination is extremely important, and reviewing...

There’s Still Time to Make Your IRA Contribution for 2014

by Elle Kaplan | Apr 10, 2015 | Blog, Investing, Retirement

If you haven’t yet made a full contribution to your IRA for 2014, you still have time to contribute before the April 15th deadline. How much can I contribute? There are a few factors that will affect how much you can contribute to your IRA. The maximum annual...

What do I need to know about my Required Minimum Distribution?

by Elle Kaplan | Feb 6, 2015 | Blog, Investing, Retirement, Wealth Management

What is a Required Minimum Distribution (RMD)? Certain types of retirement accounts and qualified plans stipulate a minimum amount that must be distributed from the account each year after the account holder reaches age 70.5. This amount is called the required minimum...