Should I max out my 401(k)?

by Elle Kaplan | Jan 30, 2015 | Investment strategy, Wealth Creation

If this is really a broader question of, “Should I be saving and investing for retirement?” the answer is a resounding YES! However, a 401(k) is one of a few different avenues by which you can do that. Here are a few things to think about: A 401(k) plan can offer a...

Financial Rx: Make a balanced money plan

by Elle Kaplan | Jan 21, 2015 | Budgeting, Financial Health, Wealth Creation

Clipping coupons and pinching pennies is not what will make you wealthy. Not to mention, it’s probably not what will help you cultivate an abundance mindset. That’s not to say that being resourceful and mindful of spending shouldn’t be part of your overall approach to...

How To Start Investing For Retirement

by Elle Kaplan | Nov 6, 2014 | Financial Health, Wealth Creation

You’ve started your Emergency Fund, so you can be free of financial worry. You don’t have any high-interest debt. With a foundation in place, you’re excited to start building your financial future. Now what? Open your Roth IRA. This is an excellent...

Three Musts for Financial Health at Any Age

by Elle Kaplan | Nov 4, 2014 | Financial Health

We often talk about financial health. It’s a vitally important concept. Your financial health is no different than your physical health, emotional health, or anything else in terms of your overall wellness. Holistically, it’s a major part of a healthy...

Five Things Millennials Need to Know About Investing

by Elle Kaplan | Nov 3, 2014 | Wealth Creation

Many millennials don’t yet feel confident about the idea of investing. If that’s the case for you, know that you’re in very good company. Young professionals who started their careers amidst the post-2008 recession unfortunately happened to graduate...