Will You Be Caught Flat-Footed by the “New Retirement”?!

by Eve Kaplan, Certified Financial Planner(R) Will you be caught flat-footed by the “new retirement”? This “new retirement” looks nothing like your parents’ and grandparents’ retirement. The “new retirement” is a very mixed bag – there’s good news, bad news and elements of unpredictability. First, the good news. People are living longer than ever and are […]

Avoid Adding Your Child’s Name to Your Bank Account!

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 and trust, the financial consequences can […]

Advisor Caught with Hand in Cookie Jar

By Eve Kaplan, CFP® Practitioner Here’s a sobering tale about an advisor who got caught with his hand in a cookie jar. The theft occurred in Marlboro Township, NJ but it could have happened anywhere. Jordan Zemlock, 50, an advisor/insurance salesman, was sentenced up to 10 years in prison last week for defrauding 20 clients […]