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11 Dec Three Things Couples Need To Talk About For Their Financial Health

Posted at 17:42h in Financial Health, Goal-setting, Investing for couples, Investing for families by Elle Kaplan
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Finances can be one of the toughest topics to navigate as a couple. It's one of the top things couples fight about. After all, a conversation about money is never...

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18 Feb The Financial Check Up: What Every Spouse Needs to Know

Posted at 20:37h in Investing for couples by Elle Kaplan
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Part of my personal mission is to help people take control of their finances. It's empowering, it's important, and it's a key part of cultivating a rich life. But friends...

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13 Feb The M Word: Marriage and Money

Posted at 19:45h in Investing for couples by Elle Kaplan
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Almost Valentine's Day - love is in the air! But it takes more than romance alone to make a relationship work in the long term. It's important for couples to...

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19 Dec Financial Planning With Your Partner

Posted at 17:05h in Investing for couples by Elle Kaplan
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Couples should be as open and intimate financially as they are physically. Having frequent, candid conversations about money can help bring you and your partner closer. Openness and honesty about...

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02 Dec Five Money Rules to Live By

Posted at 19:25h in Wealth Creation by Elle Kaplan
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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...

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26 Aug Finding the Right Financial Advisor

Posted at 16:47h in Independent fiduciary by Elle Kaplan
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Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage...

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01 Jul Investing For Couples: When Finance Meets Romance

Posted at 16:40h in Investing for couples by Elle Kaplan
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Couples should be as trusting and intimate financially as they are physically. How do you get to that point? Talk openly and often about financial matters. You and your partner may...

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