How To Create Financial Freedom? Do A Debt Detox

by Elle Kaplan | Jan 2, 2015 | Budgeting, Financial Health

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 cleanses are de rigueur in January! You can jump start your financial health in the new year...

How To Save More — Without A Second Thought

by Elle Kaplan | Oct 1, 2014 | Budgeting, Financial Health, Wealth Creation

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 a calendar month. Bank that “extra” paycheck. Put it straight in your investment...

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...

First Steps to Financial Freedom

by Elle Kaplan | Oct 22, 2013 | Wealth Creation

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 I dictated the course of my career and my life decisions – not money. It is time to redefine luxury, not...

A Recipe for Ideal Investment Advice

by Elle Kaplan | Oct 15, 2013 | Independent fiduciary

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 classes) in strategic proportions, then we season to taste (such as increasing smart risk to...