An Entrepreneur’s Financial Blind Spot

by Elle Kaplan | Apr 24, 2014 | Entrepreneurship, Financial Health

  It might surprise you that most entrepreneurs are financially illiterate. This happens for a beautiful reason: entrepreneurs are dreamers by nature, capable of imagining a completely different reality and seeing opportunities where none appear to exist....

What Every Entrepreneur Needs To Know About Investing

by Elle Kaplan | Apr 16, 2014 | Entrepreneurship, Investment strategy, Wealth Creation

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture of your financial...

Financial Planning With Your Aging Parents

by Elle Kaplan | Dec 12, 2013 | Investing for families

Starting a conversation about financial matters can be tricky. We’re often taught that it is not “polite” to talk about finances, and money matters touch on some incredibly personal and even emotional topics. But opening up the dialogue is critical to financial health...

Five Money Rules to Live By

by Elle Kaplan | Dec 2, 2013 | Wealth Creation

Every one of us makes several “money decisions” every day. Some money decisions involve major long-term plans that affect the future –taking out grad school loans, buying a home, opening an investing account or adjusting your asset allocation. But the majority of...

Financial Planning In Your 50s: Fifty Is The New Thirty

by Elle Kaplan | Mar 23, 2012 | Wealth Creation

It’s been said before, but I’ll say it again: Fifty is the new thirty.  More and more people are entering their last full decade of employment with a whole host of personal goals to reach and adventures to undertake upon retirement. With the average lifespan currently...