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 | Nov 5, 2018 | Annuities, Investing, Retirement Planning, Senior Citizens
by Eve Kaplan, Certified Financial Planner ™ In my prior article I explained the kinds of annuities that are “bad” or “ugly” for investors: virtually all variable annuities, including indexed annuities (that are misleadingly categorized at a type of fixed annuity). My...
by Eve Kaplan | Sep 27, 2018 | Annuities, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Retirement Planning
Annuities can be good, bad or downright ugly. How can you tell if your annuity is good, or if you should consider purchasing one? And what’s an annuity, anyway?. In this two-part series, I’ll begin with a review of the “bad and ugly” annuities (most variable...
by Eve Kaplan | May 24, 2018 | Fee-Only Financial Planning, Financial Planning, Retirement Planning, Senior Citizens
By Eve Kaplan, Certified Financial Planner ™ Would you like to design your ideal retirement? Where do you begin? First of all, what does retirement mean to you? If you’re in a relationship, does retirement mean the same to you as it does to your partner? Do you know...
by Eve Kaplan | Mar 23, 2018 | Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Long Term Care, Retirement Planning, Social Security Benefits
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...
by Eve Kaplan | Oct 27, 2017 | 401(k) and 403(b) Plans, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Retirement Planning
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...
