How Long Will Your Retirement Savings Last?

by Elle Kaplan | Aug 10, 2015 | BDE, Retirement

If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at 65, or at any age, mapping out the path to your destination is extremely important, and reviewing...

How do world events affect the stock market? And what does that mean for investors?

by Elle Kaplan | Jan 23, 2015 | BDE, Investing

A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a “new normal” for the financial markets in which greater volatility is expected. With that said, there will still be events in our country...

Retirement Planning for All Ages

by Elle Kaplan | Jan 8, 2015 | BDE, Investing, Retirement, Wealth Management

As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want. Start to bring to life the high-level goals you see for yourself once you finish working. Things to...

Reviewing Your Retirement Goals

by Elle Kaplan | Dec 31, 2014 | BDE, Investing, Retirement, Wealth Management

The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...

How much do I need to retire?

by Elle Kaplan | Nov 21, 2014 | BDE, Retirement, Wealth Management

Retirement planning is not one size fits all. Everyone’s financial situation and goals are different. While there is no one magic number to answer this question for everyone, it is important to get a clear sense of where you stand and an idea of what you want to...