Three Things Couples Need To Talk About For Their Financial Health

by Elle Kaplan | Dec 11, 2014 | Financial Health, Goal-setting, Investing for couples, Investing for families

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 just about money. Money ties into our values, our upbringing, issues of family, opinions about...

The Financial Check Up: What Every Spouse Needs to Know

by Elle Kaplan | Feb 18, 2014 | Investing for couples

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 and acquaintances sometimes confide in me that their partner “takes care...

The M Word: Marriage and Money

by Elle Kaplan | Feb 13, 2014 | Investing for couples

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 talk honestly about their finances once their relationships get serious. Getting to know...

Financial Planning With Your Partner

by Elle Kaplan | Dec 19, 2013 | Investing for couples

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 your financial lives can build trust and allow you to get to know your...

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...