Should You Take Out A 401k Loan?

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

401k’s are one of the most popular retirement plans offered by employers in the United States with nearly 80% of full-time, eligible employees taking advantage of the program. These plans allow employees to put money away toward their retirement pre-tax, and...

Should I Open a Roth IRA?

by Elle Kaplan | Feb 1, 2016 | BDE, Retirement, Wealth Management

Here are three tips to help you decide if a Roth IRA is right for you When it comes to planning for retirement, it can be difficult to know what kind of plan would best suit your retirement needs. If you’ve ever wondered, “should I open a Roth IRA?” and you have had...

What Do You Need to Know to Plan Your 401(k)?

by Elle Kaplan | Jan 25, 2016 | BDE, Investing, Retirement

No matter what stage you’re in or how old you are, you can benefit from some tried and true advice to help you plan your 401(k).   Whether you’ve already started to plan for your retirement, you’re new to investing, or you are unsure what you...

Is Investing Right for Me?

by Elle Kaplan | Jan 15, 2016 | BDE, Investing, Retirement, Wealth Management

In my years on Wall Street and later as the CEO of LexION Capital, I’ve frequently heard the question “is investing right for me?” The truth is, investing is right for everyone. At LexION Capital, we help our clients plan their investment portfolios...

What to Do When There Is Increased Volatility in the Markets

by Elle Kaplan | Jan 8, 2016 | Allocation, BDE, Investing, Retirement, Wealth Management

Often, many investors will throw their strategy out the window at the first sign of an increase in volatility in the markets. However, this is more difficult to do if there is a concrete objective (like retirement) on the horizon. At LexION Capital we work hard to...

How Much Money Will I Have When I Retire?

by Elle Kaplan | Nov 20, 2015 | BDE, Retirement

Earning your wealth is only half the battle. The other half is how to plan for retirement—in other words, how to retire rich. When you retire, you lose job-based income, so you need to make sure you’re accruing savings while also building and managing your wealth....