How To Start Your Emergency Fund

by Elle Kaplan | Dec 4, 2013 | Budgeting

I’ve blogged before about your emergency fund, and you probably already know that creating yours should be an important financial priority. So what is an emergency fund, exactly? Ideally, your emergency fund consists of 6-8 months’ worth of real living expenses...

Three Steps to Boost Your Financial Health

by Elle Kaplan | Nov 13, 2013 | Goal-setting

Financial health is an integral component of holistic wellness. If your financial health is flagging, your emotional health may suffer. If you are one of the many Americans in this situation, know that you are not alone – and know that you can make changes, starting...

Investment Advice: How Well Do You Know Your Sources?

by Elle Kaplan | Nov 6, 2013 | Independent fiduciary

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

Investing 101: Halloween Edition

by Elle Kaplan | Oct 30, 2013 | Investment strategy

Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is a calm and patient investor. Focus on the season’s festivities instead...

A Recipe for Ideal Investment Advice

by Elle Kaplan | Oct 15, 2013 | Independent fiduciary

In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset classes) in strategic proportions, then we season to taste (such as increasing smart risk to...