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02 Jan How To Create Financial Freedom? Do A Debt Detox

Posted at 11:00h in Budgeting, Financial Health by Elle Kaplan
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Happy New Year! With weeks of travel, events, and celebrations, the holiday season can be a busy whirlwind at work and in life. There’s a reason that gym memberships and juice...

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01 Oct How To Save More — Without A Second Thought

Posted at 14:19h in Budgeting, Financial Health, Wealth Creation by Elle Kaplan
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If you're paid biweekly, then there is an easy way to save even without changing anything else about your financial plan. Twice a year, you may get three paychecks in...

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30 Oct Investing 101: Halloween Edition

Posted at 17:16h in Investment strategy by Elle Kaplan
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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...

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22 Oct First Steps to Financial Freedom

Posted at 15:01h in Wealth Creation by Elle Kaplan
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What if life was financially limitless? The definition of success, for me, has never been tied to a number on my bank account. I felt successful at the point when...

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15 Oct A Recipe for Ideal Investment Advice

Posted at 16:52h in Independent fiduciary by Elle Kaplan
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In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset...

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30 Sep Taking Control Of Your Financial Life

Posted at 21:09h in Wealth Creation by Elle Kaplan
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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...

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12 Aug The One Question You Must Ask A Financial Advisor

Posted at 18:43h in Independent fiduciary by Elle Kaplan
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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...

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05 Aug Beginning Investors: The First Step

Posted at 15:36h in Wealth Creation by Elle Kaplan
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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...

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23 Jul One Simple Trick To Jumpstart Your Financial Future

Posted at 16:47h in Budgeting by Elle Kaplan
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There are many ways to make your financial goals a reality, but you need to develop a plan that works for you. In this blog I’ve discussed a number of budget...

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16 Jul Financial Health Starts With Smart Money Habits

Posted at 14:08h in Budgeting by Elle Kaplan
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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...

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