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....

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,...

Beginning Investors: The First Step

by Elle Kaplan | Aug 5, 2013 | Wealth Creation

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 up Trick question! The correct answer is that investing is neither. You...

One Simple Trick To Jumpstart Your Financial Future

by Elle Kaplan | Jul 23, 2013 | Budgeting

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 tips that can really help you cut back, save more, and build up your financial foundation. But how do you know...

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...