How to Create a Financial Estate Plan for Your Family

by Elle Kaplan | Mar 25, 2016 | BDE, Estate planning

For many people, estate planning can seem like a difficult topic to broach, but it’s a necessary one. A good estate plan is beneficial to you and will reduce the stress of your loved ones during a very difficult time in their lives. An important aspect of the planning...

Just Married: Should You Combine Investment Accounts with Your Spouse?

by Elle Kaplan | Mar 25, 2016 | BDE, Investing

If you are considering whether or not you should combine investment accounts, here are the steps you need to take. Taking the leap and tying the knot can be an exciting moment for couples. Marriage can mean joining your lives, as well as your assets. One issue that...

5 Morning Routines That Will Make You Incredibly Successful

by Elle Kaplan | Mar 24, 2016 | BDE, Be More

Having a productive day means starting it off successfully in the morning. We know; some of you might not be morning people. Thankfully, there are some fun ways to make your morning better and easier, while also boosting your productivity to the next level. We sourced...

Tax Allocation: How to Keep Your Wealth

by Elle Kaplan | Mar 23, 2016 | BDE, Retirement

What good is it to generate wealth if you are not able to hold on to it? Investing is not just about what you earn, but also about what you keep. So, is your investment advisor helping you keep your wealth? Tax Allocation Tax allocation is incredibly vital for an...

4 Fun and Productive Ways to Spend Your Free Time

by Elle Kaplan | Mar 17, 2016 | BDE, Do More

Have you ever wondered how to have fun and still find productive ways to spend your free time?   Your free time is precious, especially when you’re trying to accomplish everything and anything. So there are probably better ways to spend it (while still having...