3 Retirement Financial Surprises to Watch Out For

by Elle Kaplan | Nov 3, 2016 | Blog, Retirement

By nature, retirement is something completely foreign to those of us still working. So, at least, financially, many are blindsided by surprises when they hit their golden years. Everything from unexpected expenses to major shifts in financial needs could throw you off...

Are You Prepared for Retirement?

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

“Are you prepared for retirement?” is a question millions of Americans ask themselves every year. Even if you’ve already began saving and prepping for your golden years (kudos), you’ve probably had the same question rattle around in your own head too. When you retire,...

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...

Should You Have Your Wealth in a Savings Account?

by Elle Kaplan | May 3, 2016 | Blog, Investing

Especially in times of heightened stock market volatility, I frequently get asked by first-time investors if they should have their wealth (or at least a good portion of it) in a savings account instead. After all, a savings account can appear safer and less risky,...

Why It Pays To Stay Optimistic When Investing

by Elle Kaplan | Aug 31, 2015 | Blog, Investing

Being in finance for over a decade I’ve sometimes witnessed the reactionary behavior of some investors the moment that the markets experience fluctuation or volatility. Adopting a pessimistic outlook may lead you to panic, whether it is in your daily life, or in your...