7 Best Ways to Invest $5,000 of Your Savings

by Elle Kaplan | Sep 12, 2022 | Press

As a new investor, learn the 7 best ways to invest $5,000 of your savings and build a portfolio for maximum returns based on your level of risk tolerance and financial goals. By Anne Dullaghan You’ve been prudent with your finances up until now, and it has...

Financial Goals for Women

by Elle Kaplan | Jul 27, 2022 | Blog, Health, Mindset

Let’s face it: the last two years have been extremely difficult in many ways. If you managed to pay all your bills on time throughout the pandemic and this year’s inflation, congratulations. You should be proud of yourself. But the longer we tread water financially,...

Money Rx: The Financial Check Up

by Elle Kaplan | Mar 4, 2015 | Financial Health

Ideally, we visit the doctor at least once a year. This regular check-up is really a check-in, an opportunity to make sure that all is well and we’re on track for good health. It’s a proactive step that helps us anticipate and correct the root of a possible problem...

Financial Rx: Make a balanced money plan

by Elle Kaplan | Jan 21, 2015 | Budgeting, Financial Health, Wealth Creation

Clipping coupons and pinching pennies is not what will make you wealthy. Not to mention, it’s probably not what will help you cultivate an abundance mindset. That’s not to say that being resourceful and mindful of spending shouldn’t be part of your overall approach to...

Three Things Couples Need To Talk About For Their Financial Health

by Elle Kaplan | Dec 11, 2014 | Financial Health, Goal-setting, Investing for couples, Investing for families

Finances can be one of the toughest topics to navigate as a couple. It’s one of the top things couples fight about. After all, a conversation about money is never just about money. Money ties into our values, our upbringing, issues of family, opinions about...