Should You Invest for Your Retirement vs. Your Kids’ Education?

by Elle Kaplan | May 18, 2016 | BDE, Wealth Management

Raising a family means you have to juggle numerous financial responsibilities at once. You not only have to worry about your own needs and retirement, but have to handle the expenses and costs of your children as well. While there are many costs that are obviously...

Some Conventional Financial Wisdom You Should Ignore

by Elle Kaplan | May 17, 2016 | BDE, Investing

Conventional wisdom exists everywhere, and although it’s typically accepted at face value as theory, it turns out to be wrong quite frequently. For example, millions of people used to be absolutely certain that the earth was flat. This holds truer than ever in...

Should I Use a 529 Plan?

by Elle Kaplan | May 16, 2016 | BDE, Wealth Management

Higher education costs are constantly rising, and they will most likely be one of the largest expenses you have to tackle if you have a child and plan to support their education financially. If you’re wondering if you should use a 529 plan to help ease the burden of...

3 Secrets of Really Persuasive People

by Elle Kaplan | May 13, 2016 | BDE, Life Hacks

You’re brimming to the rim with great ideas. You have a pitch for an amazing new product that will improve other’s lives. You have a great way to save your company immense money and time. If you’ve encountered a genius moment like this, you also know that an idea...

9 Bad Leadership Habits That Undermine Female Leaders

by Elle Kaplan | May 10, 2016 | BDE, Entrepreneurship

If you want to be a female leader, there are certain habits that might hold you back, and you probably don’t even notice you’re doing them. Ditch the following bad leadership habits to see you success soar. Question: What is one bad leadership habit you...

Why Is a Financial Checkup Important?

by Elle Kaplan | May 10, 2016 | BDE, Wealth Management

It may not be your favorite thing to do, but you (hopefully) schedule a checkup with your health professionals at least once a year. Even if nothing is wrong, you know it’s a wise move to check for any potential problems and make sure you’re on track towards a healthy...