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

Posted at 10:12h in Financial Health, Investing for families, Wealth Creation by Elle Kaplan
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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...

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11 Dec Three Things Couples Need To Talk About For Their Financial Health

Posted at 17:42h in Financial Health, Goal-setting, Investing for couples, Investing for families by Elle Kaplan
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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...

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25 Nov Create Your Own Opportunities

Posted at 10:22h in Goal-setting, inspiration, Investing for families, Success by Elle Kaplan
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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...

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15 Oct Financial Freedom

Posted at 12:35h in Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation by Elle Kaplan
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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...

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06 Jan Financial Health for Families

Posted at 18:47h in Investing for families by Elle Kaplan
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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...

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12 Dec Financial Planning With Your Aging Parents

Posted at 18:53h in Investing for families by Elle Kaplan
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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...

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31 Oct Superstorm Sandy: A Cautionary Tale

Posted at 16:13h in Investing for families by Elle Kaplan
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Hurricane Sandy has, to say the least, wreaked a lot of havoc. Some of us were lucky enough to be huddled in our apartments with flashlights, waiting out the storm....

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27 Feb Family Finances: When Art Imitates Life

Posted at 14:56h in Investing for families by Elle Kaplan
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And the Oscar goes to...

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