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30 Jan Should I max out my 401(k)?

Posted at 15:28h in Investment strategy, Wealth Creation by Elle Kaplan
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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...

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21 Jan Financial Rx: Make a balanced money plan

Posted at 13:54h in Budgeting, Financial Health, Wealth Creation by Elle Kaplan
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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...

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06 Nov How To Start Investing For Retirement

Posted at 14:42h in Financial Health, Wealth Creation by Elle Kaplan
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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...

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04 Nov Three Musts for Financial Health at Any Age

Posted at 14:50h in Financial Health by Elle Kaplan
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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...

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03 Nov Five Things Millennials Need to Know About Investing

Posted at 16:01h in Wealth Creation by Elle Kaplan
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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...

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29 Oct Financial Health Is A Daily Process

Posted at 12:23h in Financial Health by Elle Kaplan
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Money is not a goal in and of itself, but a means to achieve your goals. When you nurture your financial health, you help boost holistic wellness in every realm...

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15 Oct Financial Freedom

Posted at 12:35h in Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation by Elle Kaplan
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My original inspiration for starting my independent wealth management firm, LexION Capital, came from my mom. Seeing the lack of trustworthy options for financial advice she faced, and especially the lack...

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08 Oct Why You Need To Tune Out Market Noise

Posted at 16:20h in Financial Health, Investment strategy, Wealth Creation by Elle Kaplan
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When you invest in a well-diversified global portfolio of stocks, bonds, and commodities, your wealth is set up to grow over time. Don't be swayed from a smart investing strategy...

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17 Feb RIP, Zelda Kaplan. Thank you for your impressive legacy.

Posted at 21:07h in Independent fiduciary by Elle Kaplan
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On February 15th, 2012, Zelda Kaplan unexpectedly passed away during a fashion show.  Ninety-five years young, Ms. Kaplan was affectionately known as the woman who could out-party socialites decades younger, and her death...

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