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 […]

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 […]

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 […]