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...

The One Question You Must Ask A Financial Advisor

by Elle Kaplan | Aug 12, 2013 | Independent fiduciary

There are many financial advisors and firms out there, and on paper they can start to sound very similar. How do you know what to look for? Find a Fiduciary.  One of the first critical considerations is finding an independent fiduciary advisor. Unlike brokers,...

Beginning Investors: The First Step

by Elle Kaplan | Aug 5, 2013 | Wealth Creation

Pop quiz: Investing is something that… A) is for wealthy people, investment bankers, and hedge fund managers B) something that you’ll get into later in life once you have more money saved up Trick question! The correct answer is that investing is neither. You...

The best way to treat yourself? Invest.

by Elle Kaplan | Jun 24, 2013 | Wealth Creation

Living a rich life is not about the number in your bank account, what kind of clothes you wear or the car you drive. A rich life includes feeling fulfilled and cultivating a sense of abundance – sans retail therapy. Every time you think about whipping out your wallet...

Key Ingredients For A Balanced Portfolio

by Elle Kaplan | Mar 7, 2013 | Investment strategy

DO : Cook up a logical investing strategy. With a financial advisor, create a strategy that is a good match for your personal situation. If you wanted to make a special dish for dinner, you wouldn’t just throw ingredients in a bowl at random and expect it to magically...