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...

5 Ways To Save Money This Holiday Season

by Elle Kaplan | Dec 3, 2014 | Budgeting, Financial Health

The holiday season can fly by. To stay on track through the whirlwind and get ready for a happy and financially healthy New Year, plan ahead with a few ways to save money this holiday season.   Make a plan. Before you dive into these busy weeks, map out what you...

Equal Pay for Equal Work Has Lifelong Effects for Women

by Elle Kaplan | Oct 21, 2014 | Independent fiduciary, Women on Wall Street

Equal pay for equal work: The oft-quoted figure is that women earn 77 cents for every dollar earned by their comparably educated, comparably experienced male counterparts. In my experience, the figures are even worse on Wall Street. I’ve come across estimates...

Women In Business: Three Stereotype-breaking Truths

by Elle Kaplan | Sep 23, 2014 | Leadership

The world of women in business is nothing like the stereotype. Catfights, competition, or coldness? Try collaboration, connection, and community. The vast majority of business women are supportive and encouraging of their fellow alphanistas. The truth about this...

You Sold Your Business…Now What?

by Elle Kaplan | Apr 10, 2014 | Entrepreneurship, Independent fiduciary

For some entrepreneurs, the day will come when it’s time to sell the business they worked so hard to build. It’s your not just the product of years of hard work, it’s also your nest egg. Who can you trust with it? A fiduciary wealth manager is...