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...

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 Financial Tips for Expecting Parents

by Elle Kaplan | May 2, 2016 | Blog, Wealth Management

Having a baby can be one of the most exciting moments of anyone’s life. However, it doesn’t come without its share of potential financial snafus down the line. I’ve said it before and I’ll say it again: there will never be perfect time to have a baby financially....

Some Great Ways to Spring Clean Your Finances

by Elle Kaplan | Apr 11, 2016 | Blog, Investing, Wealth Management

Spring has finally arrived, and it’s the perfect inspiration to clean up your finances. Just like when you clean your home or apartment, now is a great time to examine your financial management and improve it in a few ways. If you’ve ever wondered about how to spring...

How to Create a Strong Financial Foundation

by Elle Kaplan | Feb 19, 2016 | Blog, Wealth Management

I am often asked by clients and reporters, “what’s the best way to create a strong financial foundation?” I always say that the best way to ensure success in your financial life for years down the road is to develop a plan that’s unique for your goals and needs. But,...