Taking Control Of Your Financial Life

by Elle Kaplan | Sep 30, 2013 | Wealth Creation

It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness – it is just as significant as any aspect of physical health. Be proactive and get involved in the matters that affect your financial life....

A Question Every Investor Should Ask

by Elle Kaplan | Sep 23, 2013 | Independent fiduciary

Ask yourself: Do I have access to the best possible investment products? You want a completely independent advisor who is beholden to no one but you, the client. Banks and brokers push particular investment products for all kinds of reasons, and “because they are the...

Finding the Right Financial Advisor

by Elle Kaplan | Aug 26, 2013 | Independent fiduciary

Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage you to be an empowered participant in financial planning. Here are some questions to keep in mind as...

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,...