by Eve Kaplan | Mar 19, 2020 | Financial Planning, Investing, Investments
by Eve Kaplan CFP(R) Dear Reader, This is a letter I sent all my clients about the current market turmoil. “We are facing a viral beast that requires many or most of us to be in lock down for some time. This is an unpleasant and worrisome time, to say the least....
by Eve Kaplan | Feb 25, 2020 | Financial Planning, Investing, Investments
By Eve Kaplan, CFP® (C) Copyright by Eve L. Kaplan. All Rights Reserved. Every time markets go haywire, it’s worth remembering that volatility is the “the price of admission” to hold something (usually stocks) that outpace inflation and deliver good returns over the...
by Eve Kaplan | Nov 22, 2019 | 401(k) and 403(b) Plans, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investing, Investments, Long Term Care, Retirement Planning, Taxes
Here are the Ten Commandments for achieving strong financial health. The Ten Commandments: KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving...
by Eve Kaplan | Sep 27, 2019 | Financial Planning
I’ve seen my fair share of brokerage statements from Big Name Brokers cross my desk over the years. Very often I’m appalled by what I see. Why? I often see brokerage accounts stuffed with scatter-shot investments (often excessive amounts of large cap US stocks) with...
by Eve Kaplan | Feb 27, 2019 | Fee-Only Financial Planning, Financial Planning
By Eve Kaplan, CFP® Professional Does it pay off to have a financial plan in place? Thanks to a number of new studies, it’s possible to answer this question clearly and unambiguously: Yes. One such study by Morningstar* tracked households over 15 years and...
by Eve Kaplan | Dec 14, 2018 | Estate/Elder Planning, Financial Planning, Investments
By Eve Kaplan, CFF® Professional Here are four simple steps to improve your financial health. If you’re working with a financial advisor, you should be in good hands because these potential pitfalls should have been addressed from the get-go. A Certified...
