When Should You Start Investing for Retirement?

by Elle Kaplan | Mar 30, 2016 | Blog, Retirement

If you’ve ever wondered when you should start investing for retirement, you’re not alone. A recent survey by The Fed has found that almost a third of Americans have no savings for retirement yet. However, just because many Americans have put off investing for...

Tax Allocation: How to Keep Your Wealth

by Elle Kaplan | Mar 23, 2016 | Blog, Retirement

What good is it to generate wealth if you are not able to hold on to it? Investing is not just about what you earn, but also about what you keep. So, is your investment advisor helping you keep your wealth? Tax Allocation Tax allocation is incredibly vital for an...

Should You Take Out A 401k Loan?

by Elle Kaplan | Mar 8, 2016 | Blog, Retirement

401k’s are one of the most popular retirement plans offered by employers in the United States with nearly 80% of full-time, eligible employees taking advantage of the program. These plans allow employees to put money away toward their retirement pre-tax, and...

Should I Open a Roth IRA?

by Elle Kaplan | Feb 1, 2016 | Blog, Retirement, Wealth Management

Here are three tips to help you decide if a Roth IRA is right for you When it comes to planning for retirement, it can be difficult to know what kind of plan would best suit your retirement needs. If you’ve ever wondered, “should I open a Roth IRA?” and you have had...

What Do You Need to Know to Plan Your 401(k)?

by Elle Kaplan | Jan 25, 2016 | Blog, Investing, Retirement

No matter what stage you’re in or how old you are, you can benefit from some tried and true advice to help you plan your 401(k).   Whether you’ve already started to plan for your retirement, you’re new to investing, or you are unsure what you...

Is Investing Right for Me?

by Elle Kaplan | Jan 15, 2016 | Blog, Investing, Retirement, Wealth Management

In my years on Wall Street and later as the CEO of LexION Capital, I’ve frequently heard the question “is investing right for me?” The truth is, investing is right for everyone. At LexION Capital, we help our clients plan their investment portfolios...