by Elle Kaplan | Aug 26, 2013 | Independent fiduciary
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 you to be an empowered participant in financial planning. Here are some questions to keep in mind as...
by Elle Kaplan | Jul 1, 2013 | Investing for couples
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 have very different understandings of what is normal when it comes to money. It is...
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