The Financial Check Up: What Every Spouse Needs to Know

by Elle Kaplan | Feb 18, 2014 | Investing for couples

Part of my personal mission is to help people take control of their finances. It’s empowering, it’s important, and it’s a key part of cultivating a rich life. But friends and acquaintances sometimes confide in me that their partner “takes care...

Financial Health for Families

by Elle Kaplan | Jan 6, 2014 | Investing for families

Another important financial dialog is the money conversation that you have with your children. As a parent, you can empower your children by teaching them about personal finance, helping them develop smart money management skills, and instilling them with the...

Financial Planning With Your Aging Parents

by Elle Kaplan | Dec 12, 2013 | Investing for families

Starting a conversation about financial matters can be tricky. We’re often taught that it is not “polite” to talk about finances, and money matters touch on some incredibly personal and even emotional topics. But opening up the dialogue is critical to financial health...

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...