3 Retirement Tips for Late Bloomers

by Elle Kaplan | May 9, 2016 | BDE, Retirement

If you’re in your 30’s or older, you should have already began planning for retirement. But if you haven’t started yet, you’re not alone – according to a study done by the National Institute on Retirement Security, over 45% of working-age households don’t own...

A Financial Mistake that Entrepreneurs Need to Start Avoiding

by Elle Kaplan | May 9, 2016 | BDE, Entrepreneurship

I’ve often spoken about the need and importance of diversification when it comes to your investment portfolio. However, does the same thing that’s said about your investments also hold true for your customers? A large mistake that entrepreneurs make far too frequently...

3 Easy Ways to Get Inspired Everyday

by Elle Kaplan | May 6, 2016 | BDE, Inspiration

With a million and a half things to tackle, sometimes all you can do is keep your head above water. It’s times like these where you might feel that passionate flame dwindling, and stop getting those “aha” moments of inspiration. If you ever find...

Should I Open a 401(K)?

by Elle Kaplan | May 4, 2016 | BDE, Retirement

When it comes to retirement planning, there is a myriad of investment choices, and it can become incredibly puzzling when you’re trying to choose the right ones. One of the most popular investment options for retirement is a 401(k), so you’ve probably asked “should I...

Should You Have Your Wealth in a Savings Account?

by Elle Kaplan | May 3, 2016 | BDE, Investing

Especially in times of heightened stock market volatility, I frequently get asked by first-time investors if they should have their wealth (or at least a good portion of it) in a savings account instead. After all, a savings account can appear safer and less risky,...

3 Financial Tips for Expecting Parents

by Elle Kaplan | May 2, 2016 | BDE, Wealth Management

Having a baby can be one of the most exciting moments of anyone’s life. However, it doesn’t come without its share of potential financial snafus down the line. I’ve said it before and I’ll say it again: there will never be perfect time to have a baby financially....