Advocating for Your Financial Priorities in a Partnership

by Elle Kaplan | Feb 15, 2023 | Blog, Financial Health

Everyone knows that money issues are major drivers of conflict in personal relationships. Like most issues in marriages and life partnerships, there is only one way to come to a solution that both parties are happy with: communication. To be productive, communication...

Money Rx: The Financial Check Up

by Elle Kaplan | Mar 4, 2015 | Financial Health

Ideally, we visit the doctor at least once a year. This regular check-up is really a check-in, an opportunity to make sure that all is well and we’re on track for good health. It’s a proactive step that helps us anticipate and correct the root of a possible problem...

Entrepreneurs and Angel Investors: They Might Not Be So Heavenly

by Elle Kaplan | Jul 2, 2014 | Entrepreneurship, Financial Health

For many aspiring entrepreneurs, an Angel investor may indeed seem like a gift from above. Unfortunately, the name “angel” means very different things to different people. Simply an infusion of capital? Ownership in your company? A say in day-to-day operations?...

The M Word: Marriage and Money

by Elle Kaplan | Feb 13, 2014 | Investing for couples

Almost Valentine’s Day – love is in the air! But it takes more than romance alone to make a relationship work in the long term. It’s important for couples to talk honestly about their finances once their relationships get serious. Getting to know...

Financial Health for Families

by Elle Kaplan | Jan 6, 2014 | Investing for families

Another important financial dialog is the money conversation that you have with your children. As a parent, you can empower your children by teaching them about personal finance, helping them develop smart money management skills, and instilling them with the...