“The Retirement Gamble”

by Eve Kaplan, CFP(R) Practitioner Have you seen the PBS Frontline documentary “The Retirement Gamble”? PBS ran it again on October 29 on Channel  13 — just in time for Halloween. It’s hard to watch this program without a sense of horror at the way our retirement plan system is rigged to rip off Americans struggling to save for their […]

Shopping for Financial Advice? New Guidelines May Help

by Eve Kaplan, CFP(R) Professional Data show Americans spend more time comparison shopping for TVs and other consumer purchases than they spend shopping for a Certified Financial Planner® professional. Of course most Americans have not comparison shopped for a Certified Financial Planner® professional – I’m only talking about the minority of Americans who have shopped […]

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

By Eve Kaplan, CFP® Practitioner Are you familiar with the KISS (“Keep it Simple, Stupid”) concept? KISS helps you refine your elevator speech, write concisely…and can boost your financial health. KISS can help you cut through the endless avalanche of financial and investment information/tips. After working with hundreds of financial planning and investment clients, here […]

Advisor Caught with Hand in Cookie Jar

By Eve Kaplan, CFP® Practitioner Here’s a sobering tale about an advisor who got caught with his hand in a cookie jar. The theft occurred in Marlboro Township, NJ but it could have happened anywhere. Jordan Zemlock, 50, an advisor/insurance salesman, was sentenced up to 10 years in prison last week for defrauding 20 clients […]

Caveat Emptor (Buyer Beware) When It Comes to Complex Annuities!

Do you own an annuity — or have you been approached about buying one? Be aware that annuities are under increasing scrutiny, with the State of Florida leading the charge. Florida put suitability standards on the books in January 2011 to protect its senior citizens from fraudulent annuity sales that are unsuitable for a person’s […]

Suze Orman’s Take on Financial Planners

Suze Orman is a media star in the buttoned up world of financial planning. Accordingly, it’s easy for some professionals to dismiss her as a “lightweight,” even though she does a credible job preaching financial common sense to overspending, undersaving American public. In particular, Orman has sound advice if you seek a good financial planner. […]

Women and Money: Why They Avoid Risk, Lack Confidence in Decision-Making

by Eve Kaplan, CFP(R) Practitioner Women differ from men in many ways including their attitude toward money. That’s having a growing effect on the trillion dollar financial industry. John Grey’s classic book “Men are from Mars, Women are from Venus” illustrates how the sexes view the world through different lenses. Our previous article mentioned how […]

Your 12 Step Approach to Financial Health in 2012

Do your New Year’s Resolutions include “losing weight” and “getting more exercise”? Do they also include “better financial health?” They should! Getting a handle on financial health can be challenging, however.. Here are 2 things to consider: 1. Join my free January workshop to review steps toward financial health. This workshop will be held on Wednesday, […]