30 Jan Should I max out my 401(k)?
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...
21 Jan Financial Rx: Make a balanced money plan
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...
06 Nov How To Start Investing For Retirement
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...
04 Nov Three Musts for Financial Health at Any Age
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...
03 Nov Five Things Millennials Need to Know About Investing
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...
29 Oct Financial Health Is A Daily Process
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...
15 Oct Financial Freedom
Posted at 12:35h
in Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation
by Elle Kaplan
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...
08 Oct Why You Need To Tune Out Market Noise
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...
17 Feb RIP, Zelda Kaplan. Thank you for your impressive legacy.
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...