Time For a New Approach to Goal-Setting

by Elle Kaplan | Oct 12, 2022 | Blog, Health, Investing, Mindset

While New Years is the traditional time for Americans to set goals, there is never a bad time to improve your life. In fact, fall may be the perfect time to set goals so that you have time to get into good habits and tweak your goals before New Year’s. That way,...

Ways To Prevent Bias from Impacting Our Success

by Elle Kaplan | Oct 6, 2022 | Blog, Health, Mindset

There are ways to prevent the bias from negatively impacting our success as investors. We bring pre-existing biases to everything we do, including investing. Behavioral scientists have been studying cognitive biases in investing for decades. Some examples of...

Three Numbers to Know Before Launching a Start-Up

by Elle Kaplan | Sep 28, 2022 | Blog, Health, Mindset

When launching a startup, what you are really doing is transforming inspiration for innovation into a profitable product or service. It takes more than just positive thinking. Ideas are a dime a dozen; the successful startup differentiates itself in execution, and...

A Great Deal More To Investing Than Growing Wealth

by Elle Kaplan | Sep 7, 2022 | Blog, Health, Mindset

There’s a great deal more to investing than growing wealth because money isn’t the only thing you have to invest. You also must choose how you will invest your time. Growing wealth is only important insofar as it broadens your capacity to invest your time in energy in...

Why Do So Many Of Us Struggle With Motivation?

by Elle Kaplan | Sep 7, 2022 | Blog, Health, Mindset

Why do some of us struggle with motivation? How can we improve those different levels of motivation over time? Motivation, otherwise known as the desire or willingness to do something, can be easily accessible to us at some times, while incredibly elusive at others....

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...