How Much Do You Need to Save For Retirement?

by Elle Kaplan | Apr 13, 2016 | Blog, Retirement

Have you ever wondered how much you need to save for retirement? It’s a question that’s frequently asked by investors. However, depending on who you ask this question to, you’ll get some very different answers. Many will suggest a ballpark figure of a million dollars,...

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...

What is the best way to invest?

by Elle Kaplan | Nov 13, 2015 | Blog, Investing

In the past, we’ve talked about the types of investment strategies that work, and those that don’t. When it comes to investing, there is no such thing as a “one size fits all,” meaning that an investment strategy that works for one person, may not work for someone...

The Best Way to Invest Money: Creating Long-Term Growth

by Elle Kaplan | Sep 17, 2015 | Blog, Investing

Whether you are a millennial who has just come into some inheritance, or you’re thinking about the best way to invest for your retirement fund; or investing 1 million dollars or 100 dollars, the strategy is the same. The best way to invest your wealth is by investing...

Have You Had Your Financial Checkup This Year?

by Elle Kaplan | Sep 8, 2015 | Blog, Investing

A lot can happen in one year. Has there been a marriage or a birth in your family? Have you recently changed careers? These life changes often come with a price in the form of an inevitable increase or decrease in your expenses. When this happens, it’s important to...