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...

Taking Control Of Your Financial Life

by Elle Kaplan | Sep 30, 2013 | Wealth Creation

It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness – it is just as significant as any aspect of physical health. Be proactive and get involved in the matters that affect your financial life....

Financial Health Starts With Smart Money Habits

by Elle Kaplan | Jul 16, 2013 | Budgeting

Shifting to a financially healthier lifestyle is not as tall an order as it may seem. In many ways, our spending habits are just that – habits. When we get accustomed to a particular routine – eating a certain way, shopping in certain stores, our everyday commute...

Make Your Money Work For You

by Elle Kaplan | Mar 13, 2013 | Wealth Creation

Pop quiz: Think about every millionaire and billionaire you know of. What do they all have in common that you may or may not have? An investment account. It’s time to lose the idea that investing is either a) boring, or b) something that should be postponed until you...