Saving Mistakes To Avoid At All Costs

by Elle Kaplan | Jun 9, 2022 | Press

sorrapong / Getty Images/iStockphoto You don’t need to know much about finances to know how important it is to save money. Most CPAs and CFPs recommend having at least three months’ worth of emergency savings in the bank — a figure that for many is...

7 Money Mistakes that People Make

by Elle Kaplan | Mar 27, 2019 | Press, Wealth Management

Money Mistakes That  People Make 7 money mistakes millionaires like Warren Buffett and Bill Gates never, ever make—that average people do all the time There are two things we know for certain about millionaires: They know exactly where their money is going, and they...

Investing 101: Halloween Edition

by Elle Kaplan | Oct 30, 2013 | Investment strategy

Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is a calm and patient investor. Focus on the season’s festivities instead...

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....

Financial Health Starts With Smart Money Habits

by Elle Kaplan | Jul 16, 2013 | Budgeting

Shifting to a financially healthier lifestyle is not as tall an order as it may seem. In many ways, our spending habits are just that – habits. When we get accustomed to a particular routine – eating a certain way, shopping in certain stores, our everyday commute...