Hidden Fees and Commissions: Do You Know Where Your Money Goes?

by Elle Kaplan | Aug 19, 2013 | Independent fiduciary

Add these to the list of must-ask questions for a financial advisor: Can you explain how you are compensated? Are you aware of where your advisor’s compensation is coming from? You wouldn’t, for example, hire a contractor to remodel your home without asking for a...

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...

Make Your Money Work For You: “Little Green Employees”

by Elle Kaplan | Jul 9, 2013 | Wealth Creation

So you’ve been following our budget tips. You’ve been saving and have found new ways to get more from your money. You’re creating a fulfilling, abundant life while spending less. Now what? You should aim to have about 6-8 months’ worth of living expenses in a highly...

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...