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 […]

Why I Became a Fee-Only Financial Planner

by Eve Kaplan, CFP(R) Professional Why does someone become a financial planner? Why did I?  Decades ago I thought I was headed toward a career in academia but l made a conscious decision to build a career in investment management and financial advice-giving instead. And I’ve never regretted this decision. Here’s a brief tour of […]

The Top 11 Investment Pitfalls You – or Your Advisor – Often Commit

By Eve Kaplan, CFP® Here are the top 11 investment pitfalls I often see individuals AND advisors committing. (note: I’ll be discussing these in detail at a complimentary lecture at the Bernards Township Library on Thursday April 30, 7-8:30 pm; please call Lynne Hilf at 908-204-3031 x4 for more information). If you’re a “do it […]

Boost Your Financial Health in 12 Monthly Steps

By Eve Kaplan, CFP® Yup – it’s that time of year again when you consider your New Year’s Resolutions. The top 3 New Year’s Resolutions recur each year: eat less, exercise more anHere are 12 monthly steps to cultivate better financial health.d clean up your finances/investments. You can do much of this if you’re a […]