Retirement Planning for All Ages

by Elle Kaplan | Jan 8, 2015 | Blog, Investing, Retirement, Wealth Management

As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want. Start to bring to life the high-level goals you see for yourself once you finish working. Things to...

Reviewing Your Retirement Goals

by Elle Kaplan | Dec 31, 2014 | Blog, Investing, Retirement, Wealth Management

The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...

How much do I need to retire?

by Elle Kaplan | Nov 21, 2014 | Blog, Retirement, Wealth Management

Retirement planning is not one size fits all. Everyone’s financial situation and goals are different. While there is no one magic number to answer this question for everyone, it is important to get a clear sense of where you stand and an idea of what you want to...

Patience Pays Off for Long-Term Investors

by Elle Kaplan | Nov 6, 2014 | Blog, Investing, Wealth Management

In October, we saw a global pullback in the stock market. This prompted a flurry of media hype that spooked many investors. Flooded with headlines touting things like “Global Growth Concerns” and “A Brewing Storm,” many investors experienced a...

The Surprising Key To Successful Long Term Investing

by Elle Kaplan | Oct 23, 2014 | Blog, Investing, Wealth Management

Here’s an investing riddle: two investors start investing with the same portfolio and the same time horizon of twenty years. One investor reads market news constantly and checks their accounts every week. The other investor falls asleep for twenty years, a  la...