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...

Re-thinking Your Financial Plan As We Approach Year End?

by Elle Kaplan | Dec 17, 2014 | BDE, Investing, Wealth Management

The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...

Three Things to Know About Financial Gifting Limits

by Elle Kaplan | Dec 12, 2014 | BDE, Wealth Management

The holidays are a time to focus on friends and family, and celebrating this special season often includes gifts. Whether your gift style tends toward entertaining, getting creative with thoughtful homemade goods, or scouring stores for the perfect item, chances are...

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...

Investing for Retirement – Where to Begin

by Elle Kaplan | Sep 17, 2014 | BDE, Investing

I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing that you want to get the most from your money is an excellent starting point. Here are next steps to consider: Open...