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...

The M Word: Marriage and Money

by Elle Kaplan | Feb 13, 2014 | Investing for couples

Almost Valentine’s Day – love is in the air! But it takes more than romance alone to make a relationship work in the long term. It’s important for couples to talk honestly about their finances once their relationships get serious. Getting to know...

Financial Planning With Your Partner

by Elle Kaplan | Dec 19, 2013 | Investing for couples

Couples should be as open and intimate financially as they are physically. Having frequent, candid conversations about money can help bring you and your partner closer. Openness and honesty about your financial lives can build trust and allow you to get to know your...

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...

Saving and Investing: Keep It Simple With An Easy Equation

by Elle Kaplan | Jan 14, 2013 | Budgeting

In business and in investing, your time is always the most valuable resource at your disposal. It’s never too early (or late!) to break old financial habits and build better ones. You have the power to get the most out of your present while still preparing for what’s...