3 Investment Questions to Ask if You’re Planning for Retirement

by Elle Kaplan | Jan 18, 2017 | Blog, Retirement

In retirement, your investments and savings have to last the rest of your life. So maximizing every dollar and making sure you have a sound investment plan matters more than ever at this stage. That’s why retirees should consider the following investment...

How To Play Retirement Catch Up

by Elle Kaplan | Jan 9, 2017 | Blog, Retirement

It can happen to almost anyone without proper guidance: you get so caught up in your responsibilities (both financially and otherwise) that you overlook retirement, either partially or completely. If this has happened to you, you’re not alone – statistics show that an...

Roth Vs 401K – What’s The Difference, and Which Should You Use?

by Elle Kaplan | Dec 1, 2016 | Blog, Retirement

If you’re preparing for retirement, there is a myriad of investment options available, and it can become head-spinning to choose the right option. So, quite understandably, one of the most frequent questions I’m asked involves the differences of a Roth vs...

How to Stick to Your Retirement Savings Goals

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

Studies show that nearly 98% of us don’t stick to our resolutions. It’s no small wonder that the majority of Americans are woefully underprepared (or wholly unprepared) for retirement. Whether you have a million dollars or are just getting started, you might be facing...

Some Smart Retirement Resolutions for 2017

by Elle Kaplan | Nov 22, 2016 | Blog, Retirement

It might seem hard to believe, but the New Year is just around the corner. Besides planning for festivities, the approach of the New Year is also a great time to set new goals and resolutions to further your success. Although it might not be on your list yet,...

Some Important End-Of–Year Retirement Dates to Be Aware Of

by Elle Kaplan | Nov 16, 2016 | Blog, Retirement

In investing, what you earn doesn’t matter; it’s what you keep that’s important. That’s why anyone who is planning to retire needs to be especially careful at the end of the year. Many tax-advantaged retirement accounts (like a 401k), have deadlines that fall before...