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Getting Real About Retirement – Will You Have Enough Money to Remain Comfortable?

By Eve Kaplan, Certified Financial Planner™ Let’s get real about retirement. Will you have enough to remain comfortable in retirement for 30 years or more?  Studies show this is a recurring fear many Americans feel. As a Fee-Only financial advisor, my number...

Now That The Dust Has Settled…Smart Tax Moves In 2018

By Eve Kaplan, Certified Financial Planner® Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states...

Invest Like a “Tortoise” — Not Like a “Hare”

by Eve Kaplan, Certified Financial Planner(R) Aesop’s “The Tortoise and the Hare” is a perfect metaphor for the way people go about investing their money. As you recall in the fable, the hare brags about his ability to beat the tortoise and is overly confident about...

Market Forecasts: Helpful or Useless?

By Eve Kaplan, Certified Financial Planner® The financials industry spends a lot of time and money on preparing stock and bond market forecasts – especially at this time of year --  but are they “helpful” or “useless” when it comes to making investment decisions?  In...