Five “No Brainer” Moves to Strengthen Your Finances

by Eve Kaplan, Certified Financial Planner (TM)   Here are 5 “no-brainer” moves you can make before year-end to strengthen your finances: Taxes: NJ AND NY RESIDENTS ALERT: If Congress pushes through tax reform that eliminates state and local tax exemptions, many NJ and NY residents (along with MA and CA residents) will be hit […]

Are You a Near-Sighted or a Far-Sighted Investor?

by Eve Kaplan, Certified Financial Planner(TM). Are you a Near-Sighted or a Far-Sighted investor? If you’re a near-sighted investor, you probably check your investment balances frequently (even several times a day) and you feel good when your investments are up. Your focus is short-term, even though you may live another 30-50 years. Conversely, you worry or feel regret when […]

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, […]

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 […]

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 […]

Could You Be Forced to Pay Your Parent’s Long Term Care Bill??

by Eve Kaplan, Certified Financial Planner (R) Practitioner Boomers are confronting a new and unpleasant possibility: being forced – legally — to pay long-term care expenses racked up by their parents. How is this possible, you may ask? Filial-support laws on the books in 29 states are being dusted off and can be enforced – […]

Are You Committing These 13 Financial Risks?

Financial Risk is like driving a motorcycle or a car. If you speed down the highway on a motorcycle without a helmet, your risk of an accident is increases. If you ride the same motorcycle at lower speeds and wear a helmet, you reduce your risk but incur more risk than driving a car. However, […]