by Elle Kaplan | Jun 7, 2023 | Blog, Financial Health, Wealth Management
June is widely recognized as Pride Month, a time when the LGBTQ+ community celebrates their identity, resilience, and achievements. As we examine the wealth and charitable nature of this vibrant community, it becomes evident that their progress extends beyond societal...
by Elle Kaplan | Jul 25, 2022 | Blog, Health, Mindset, Wealth Management
As a woman and a mom, this is a topic near to my heart. The process of saving for our retirement years is always complex and should start early for everyone. But when discussing one’s financial plans and saving enough, it is usually a more challenging process for...
by Elle Kaplan | Mar 27, 2019 | Press, Wealth Management
Money Mistakes That People Make 7 money mistakes millionaires like Warren Buffett and Bill Gates never, ever make—that average people do all the time There are two things we know for certain about millionaires: They know exactly where their money is going, and they...