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Reviewing Your Retirement Goals

by Elle Kaplan | Dec 31, 2014 | BDE, Investing, Retirement, Wealth Management

The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...

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Re-thinking Your Financial Plan As We Approach Year End?

by Elle Kaplan | Dec 17, 2014 | BDE, Investing, Wealth Management

The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...

Three Things to Know About Financial Gifting Limits

by Elle Kaplan | Dec 12, 2014 | BDE, Wealth Management

The holidays are a time to focus on friends and family, and celebrating this special season often includes gifts. Whether your gift style tends toward entertaining, getting creative with thoughtful homemade goods, or scouring stores for the perfect item, chances are...

Don’t Neglect This Critical Part of Financial Planning For Your Family

by Elle Kaplan | Dec 3, 2014 | BDE, Estate planning, Wealth Management

One of the most important parts of financial planning for your family is estate planning. One of the biggest potential mistakes people can make is to put off estate planning or worse, skip it completely. You can avoid this by starting an open dialog as early as...

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