“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 […]

What To Do When Family Members Need Financial Help

By Eve Kaplan, Certified Financial Planner ™ Welcome to the Sandwich Generation! You’re a member if you’re “sandwiched” between helping adult children and aging parents.  Americans see themselves are more “independent” and sometimes less family-oriented than some other cultures but you still may be on the hook to support adult children in their 20s, 30s and […]

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 […]

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 […]

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, […]