Estate Planning To Protect Your Children

by Elle Kaplan | Aug 26, 2022 | Blog, Health, Mindset

If you recently welcomed a baby into your family, congratulations! Now it is more important than ever to ensure that you have a comprehensive estate plan in place. It’s also a great time to engage in a financial check-up.  When you think about estate planning for new...

6 Facts About Women Facing Retirement

by Elle Kaplan | Jul 25, 2022 | Blog, Health, Mindset, Wealth Management

As a woman and a mom, this is a topic near to my heart. The process of saving for our retirement years is always complex and should start early for everyone. But when discussing one’s financial plans and saving enough, it is usually a more challenging process for...

Illusion of Control

by Elle Kaplan | May 24, 2018 | Blog, Mindset

Most people choose their favorite number combination when playing the lottery. Perhaps they are trying to turn a game of chance into a game of skill. Most hold a special meaning behind their numbers (for instance, significant dates), while others simply have lucky...

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...

Re-thinking Your Financial Plan As We Approach Year End?

by Elle Kaplan | Dec 17, 2014 | Blog, Investing, Wealth Management

The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...