by Elle Kaplan | Apr 26, 2023 | Blog, Financial Health, Success
From a young age, we are introduced to the concept of money and taught how to handle it responsibly. Simple lessons such as saving up for a toy or earning an allowance in exchange for completing chores are early financial lessons that many of us have experienced....
by Elle Kaplan | Nov 6, 2014 | Financial Health, Wealth Creation
You’ve started your Emergency Fund, so you can be free of financial worry. You don’t have any high-interest debt. With a foundation in place, you’re excited to start building your financial future. Now what? Open your Roth IRA. This is an excellent...
by Elle Kaplan | Oct 15, 2014 | Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation
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 of options that addressed the unique financial needs women...
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