How To Save More — Without A Second Thought

by Elle Kaplan | Oct 1, 2014 | Budgeting, Financial Health, Wealth Creation

If you’re paid biweekly, then there is an easy way to save even without changing anything else about your financial plan. Twice a year, you may get three paychecks in a calendar month. Bank that “extra” paycheck. Put it straight in your investment...

Smart Saving Strategy for Millennials

by Elle Kaplan | Sep 25, 2014 | Budgeting, Financial Health, Wealth Creation

One of the newest members of the LexION team, a recent college grad, shared with me that she has just set up a regular auto-transfer to her savings account. This is a fantastic strategy to start growing wealth and building a strong financial foundation. It’s...

Women Make Excellent Investors

by Elle Kaplan | Sep 18, 2014 | Wealth Creation

As CEO of independent wealth management firm LexION Capital, part of my personal mission is to help women see that Wall Street is our street, too. While the Old Boys’ Club culture on Wall Street has continued to thrive throughout my career in investing, I am...

What Every Entrepreneur Needs To Know About Investing

by Elle Kaplan | Apr 16, 2014 | Entrepreneurship, Investment strategy, Wealth Creation

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture of your financial...

The Most Important Person in Your Financial Life

by Elle Kaplan | Feb 25, 2014 | Wealth Creation

I’ve blogged about important finance tips for marriage, for couples, and for families, but it’s been said that the most important relationship you will have in your life is the one you have with yourself. Taking control of your finances is one of the most empowering...

How Your Friendships Shape Your Finances

by Elle Kaplan | Feb 7, 2014 | Wealth Creation

In honor of the upcoming Valentine’s Day holiday, I want to focus on some ways that our personal finances affect and are affected by our relationships – romantic and otherwise. For instance, our friends and social circle can significantly sway our...