Should I max out my 401(k)?

by Elle Kaplan | Jan 30, 2015 | Investment strategy, Wealth Creation

If this is really a broader question of, “Should I be saving and investing for retirement?” the answer is a resounding YES! However, a 401(k) is one of a few different avenues by which you can do that. Here are a few things to think about: A 401(k) plan can offer a...

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...

Three Musts for Financial Health at Any Age

by Elle Kaplan | Nov 4, 2014 | Financial Health

We often talk about financial health. It’s a vitally important concept. Your financial health is no different than your physical health, emotional health, or anything else in terms of your overall wellness. Holistically, it’s a major part of a healthy...

What Every Entrepreneur Needs To Know About Investing

by Elle Kaplan | Apr 16, 2014 | Entrepreneurship, Investment strategy, Wealth Creation

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture of your financial...

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...