Roth Vs 401K – What’s The Difference, and Which Should You Use?

by Elle Kaplan | Dec 1, 2016 | BDE, Retirement

If you’re preparing for retirement, there is a myriad of investment options available, and it can become head-spinning to choose the right option. So, quite understandably, one of the most frequent questions I’m asked involves the differences of a Roth vs...

How to Stick to Your Retirement Savings Goals

by Elle Kaplan | Nov 29, 2016 | BDE, Retirement

Studies show that nearly 98% of us don’t stick to our resolutions. It’s no small wonder that the majority of Americans are woefully underprepared (or wholly unprepared) for retirement. Whether you have a million dollars or are just getting started, you might be facing...

Some Smart Retirement Resolutions for 2017

by Elle Kaplan | Nov 22, 2016 | BDE, Retirement

It might seem hard to believe, but the New Year is just around the corner. Besides planning for festivities, the approach of the New Year is also a great time to set new goals and resolutions to further your success. Although it might not be on your list yet,...

Some Important End-Of–Year Retirement Dates to Be Aware Of

by Elle Kaplan | Nov 16, 2016 | BDE, Retirement

In investing, what you earn doesn’t matter; it’s what you keep that’s important. That’s why anyone who is planning to retire needs to be especially careful at the end of the year. Many tax-advantaged retirement accounts (like a 401k), have deadlines that fall before...

The Unique Issues Faced by Women In Retirement (and How to Prevent Them)

by Elle Kaplan | Nov 8, 2016 | BDE, Retirement

Retirement is difficult for almost everyone- however, women especially often face unique issues that can become major roadblocks during their golden years. Fortunately, with some preparation and careful planning, you can achieve a worry-free retirement, regardless of...

3 Retirement Financial Surprises to Watch Out For

by Elle Kaplan | Nov 3, 2016 | BDE, Retirement

By nature, retirement is something completely foreign to those of us still working. So, at least, financially, many are blindsided by surprises when they hit their golden years. Everything from unexpected expenses to major shifts in financial needs could throw you off...