Do I Need A Health Savings Account (HSA)?

by Elle Kaplan | Feb 4, 2015 | Financial Health

A health savings account (HSA) is a tax-favored savings account that comes with a high-deductible health insurance plan. If you do not have a high-deductible health insurance plan, you do not qualify for a HSA. If you have a high deductible health plan, then by all...

Financial Rx: Make a balanced money plan

by Elle Kaplan | Jan 21, 2015 | Budgeting, Financial Health, Wealth Creation

Clipping coupons and pinching pennies is not what will make you wealthy. Not to mention, it’s probably not what will help you cultivate an abundance mindset. That’s not to say that being resourceful and mindful of spending shouldn’t be part of your overall approach to...

Financial New Year’s Resolution: Cut Out Credit Card Debt

by Elle Kaplan | Jan 14, 2015 | Budgeting, Financial Health

When you cut out credit card debt for good, you can stop paying for your past and start building a strong financial future.   Credit card debt is one of the most common types of debt, but don’t be lulled into thinking it’s no big deal. Just because...

Three Questions To Ask Yourself If You’re Thinking of Buying A Home

by Elle Kaplan | Jan 13, 2015 | Financial Health, Investing for families, Wealth Creation

At LexION Capital, I advise my clients on how to handle life transitions, including how to adjust their financial plan to accommodate their important financial milestones and unique goals. For many people, one of the most significant financial decisions they make...

New Year, New Financial Life – Resolution: Save Money

by Elle Kaplan | Jan 9, 2015 | Budgeting, Financial Health, Goal-setting, inspiration

So you’re bringing a “New Year, new you” mindset to your financial life. Your first resolution: save money. That’s a great start, but maybe you’re wondering what’s next, or exactly how to go about it. Here’s how to make sure that your resolution...

How To Create Financial Freedom? Do A Debt Detox

by Elle Kaplan | Jan 2, 2015 | Budgeting, Financial Health

Happy New Year! With weeks of travel, events, and celebrations, the holiday season can be a busy whirlwind at work and in life. There’s a reason that gym memberships and juice cleanses are de rigueur in January! You can jump start your financial health in the new year...