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...

Three Things Couples Need To Talk About For Their Financial Health

by Elle Kaplan | Dec 11, 2014 | Financial Health, Goal-setting, Investing for couples, Investing for families

Finances can be one of the toughest topics to navigate as a couple. It’s one of the top things couples fight about. After all, a conversation about money is never just about money. Money ties into our values, our upbringing, issues of family, opinions about...

Create Your Own Opportunities

by Elle Kaplan | Nov 25, 2014 | Goal-setting, inspiration, Investing for families, Success

With the Thanksgiving holiday this week, we at LexION are focusing on what we are thankful for. When we take a moment to reflect on those things we’re truly grateful for, those things that make our lives rich, the list includes things like family, friends,...

Financial Freedom

by Elle Kaplan | Oct 15, 2014 | Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation

My original inspiration for starting my independent wealth management firm, LexION Capital, came from my mom. Seeing the lack of trustworthy options for financial advice she faced, and especially the lack of options that addressed the unique financial needs women...

Financial Health for Families

by Elle Kaplan | Jan 6, 2014 | Investing for families

Another important financial dialog is the money conversation that you have with your children. As a parent, you can empower your children by teaching them about personal finance, helping them develop smart money management skills, and instilling them with the...

Financial Planning With Your Aging Parents

by Elle Kaplan | Dec 12, 2013 | Investing for families

Starting a conversation about financial matters can be tricky. We’re often taught that it is not “polite” to talk about finances, and money matters touch on some incredibly personal and even emotional topics. But opening up the dialogue is critical to financial health...