Why Invest? It’s the Gift That Keeps On Giving

by Elle Kaplan | Dec 18, 2014 | Financial Health, Investment strategy, Success, Wealth Creation

Take a stroll through any mall this time of year and, in addition to all the holiday frenzy, you’ll be bombarded with messages to “treat yourself,” because “you know you deserve it.” While I’m all for the occasional splurge (as part of your 30% wants money, of...

How To Start Investing For Retirement

by Elle Kaplan | Nov 6, 2014 | Financial Health, Wealth Creation

You’ve started your Emergency Fund, so you can be free of financial worry. You don’t have any high-interest debt. With a foundation in place, you’re excited to start building your financial future. Now what? Open your Roth IRA. This is an excellent...

The Real Risk Is Not Investing

by Elle Kaplan | Oct 10, 2014 | Financial Health, Goal-setting, Investment strategy

Keeping all your money as cash instead of investing is not a way to keep it “safe,” it is the equivalent of modern-day mattress stuffing. The bigger risk is not investing, sitting on the sidelines while inflation erodes the value of your money. Savings...

Smart Saving Strategy for Millennials

by Elle Kaplan | Sep 25, 2014 | Budgeting, Financial Health, Wealth Creation

One of the newest members of the LexION team, a recent college grad, shared with me that she has just set up a regular auto-transfer to her savings account. This is a fantastic strategy to start growing wealth and building a strong financial foundation. It’s...

Five Ways To Transform Your Financial Life This Year

by Elle Kaplan | Jan 16, 2014 | Wealth Creation

New Year’s resolution: take charge of my financial life. Check. Now what? If a financial health-makeover is on your 2014 to-do list but you’re not quite sure how to begin, read on. Start where you are. A common misconception is that you aren’t yet in a position to...