by Eve Kaplan | Aug 21, 2014 | Estate/Elder Planning, Financial Planning, Long Term Care, Retirement Planning, Senior Citizens
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...
by Eve Kaplan | Jul 9, 2014 | Annuities, Estate/Elder Planning, Financial Planning, Financial Planning for Women, Investing
By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other...
by Eve Kaplan | Mar 18, 2014 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning
Are you a good pet owner? We Americans love our pets; many of us view our pets as family members and we derive real physical and emotional benefits from pet ownership. We spend over $50 billion per year on our pets and nearly 2/3 of our households have one or more...
by Eve Kaplan | Jun 25, 2013 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning, Senior Citizens
by Eve Kaplan, CFP(R) Clients sometimes ask me if they can add their adult child’s name to their bank account(s) so the child can tap funds as needed or write checks on behalf of the client. While adding a child’s name seems like a harmless, familial gesture of love...
by Eve Kaplan | Jan 26, 2013 | Estate/Elder Planning, Financial Planning, Investing, Investments
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...
by Eve Kaplan | Aug 28, 2012 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning, Financial Planning for Women
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...
