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...

Build the Financial Foundation Of A Lifetime

by Elle Kaplan | Dec 3, 2013 | Wealth Creation

When it comes to your financial future, there is no time like the present. The smart steps you take today will help you build the financial foundation of a lifetime. The key word here is today. A common misconception is that saving and investing can be put off until...

First Steps to Financial Freedom

by Elle Kaplan | Oct 22, 2013 | Wealth Creation

What if life was financially limitless? The definition of success, for me, has never been tied to a number on my bank account. I felt successful at the point when I dictated the course of my career and my life decisions – not money. It is time to redefine luxury, not...

Investment Strategies Are Not One-Size-Fits-All

by Elle Kaplan | Sep 9, 2013 | Investment strategy

In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full potential. However, not all risk is created equal: there is what I call “smart risk,” which is risk that you can...

Impulsive Spending? How To Break The Habit

by Elle Kaplan | Jun 10, 2013 | Budgeting

Sometimes, staying within a budget isn’t only about what you spend but how you spend. Take the first step on your journey towards a healthier financial future by asking yourself, “What are my spending behaviors?” Example: You tend to spend… on unplanned online...