“Keep It Simple, Stupid” (KISS) Your Way to Financial Health

by Eve Kaplan, CFP(R) Professional Are you familiar with the KISS (“Keep it Simple, Stupid”) concept? KISS helps you refine your elevator speech, write concisely…and the KISS concept can boost your financial health. How? By helping you focus on essential ways to strengthen your financial well-being. After working with hundreds of financial planning and investment […]

When Your Parent’s Financial Problems Become Your Problems…

By Eve Kaplan, CFP® Professional What should you do when your parent or parents’ financial problems become your problems? We Americans are notoriously private about financial matters; it’s common for adult children and parents to share very little in the way of financial information. This kind of privacy can come back to bite us, however, […]

Five Easy Pieces of Financial Advice for Baby Boomers

by Eve Kaplan, CFP(R) Professional Here are “Five Easy Pieces”* of advice to improve your Baby Boomer financial life. By “easy,” I mean “the vast beneficial outcome is worth the initial effort.” You’re a Baby Boomer if you were born between 1946 (you’re now 69 or 70) and 1964 (you’re now 51 or 52). The […]

Divorce Due to Medical Bills!? Sometimes It Makes Sense

By Eve Kaplan, Certified Financial Planner® Practitioner Divorce amongst older couples is on the rise in this country due to spiraling medical/long-term care costs. Soaring medical/nursing care expenses are aggravated by longevity and uninsured risk (no long-term care insurance in place). Although unappetizing, divorce – when compared with alternatives — may inflict the least amount […]

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other words, you have “longevity risk.”  What […]

Downton Abbey Financial Lessons

by Eve Kaplan, CFP(R) Practitioner Like millions of Americans, I’m hooked on Downton Abbey. If you’ve somehow missed this sensational TV phenomenon, Downton Abbey chronicles the wealthy Crawley family and their estate in 1910-1920s England. Lord and Lady Grantham head up the large, affluent  Crawley household teeming with family and servants. There is plenty of […]

Widowed…And Directionless?

by Eve Kaplan, CFP(R) Losing your spouse prematurely may be your worst nightmare. That’s when you discover who your real friends are, which relatives you can count on — and the unbelievable time and stress involved in sorting through complicated legal and financial issues that immediately land in your lap. Some well-intentioned friends or family […]