Budgets and Savings: How to have your cake and eat it too

by Elle Kaplan | Feb 13, 2013 | Budgeting

Are you racking up high-interest debt by putting purchases on credit cards and thinking you’ll pay for it later? Are you prepared for possible challenges with a rainy-day fund, or do you spend each paycheck as it comes? For many people, it can be hard to find ways to...

New Year’s resolution: a new approach to goal-setting

by Elle Kaplan | Jan 7, 2013 | Goal-setting

The New Year is a perfect time to tackle new goals—or not-so-new ones. Whether you’re looking for a fresh start in 2013, or trying to revive your initiative on past resolutions, there’s something about January first that fills so many of us with inspiration,...

An Investment Plan That Supports Your Financial Goals

by Elle Kaplan | Dec 17, 2012 | Goal-setting

The trap: Speculating, not investing – picking and choosing rather than following a clear strategy The solution: Have a balanced financial plan that addresses your unique needs Taking control of your finances is an empowering task that everyone is capable of. With a...

Lessons from Investment Planning – How To Turn Your Great Idea Into Reality

by Elle Kaplan | Mar 27, 2012 | Investment strategy

Everyone has great ideas, but how do you turn that idea into a success? Great ideas rarely become successes overnight, so what is it that sets these two apart? When you first acknowledge that you have this “great idea,” take the time to sit down and talk out your...

Happy 2012!

by Elle Kaplan | Jan 13, 2012 | Investing for couples

Now that we’re a few weeks into the new year, it’s a great time to think about how to turn challenges into opportunities, especially as they relate to your finances.  Just as one needs to train for a marathon, or lose a pound or two a week to reach a goal weight,...