February: Romance and Credit Reports

by Eve Kaplan, Certified Financial Planner (R) February is the month for romance, roses and chocolate. Here’s a (slightly less) romantic suggestion for February….let it be the month to discuss your current and future financial goals with your significant other…since money can be a source of conflict and misunderstanding in a relationship. Finally, (even less romantic but […]

Ring in the Year with Investment Clarity!

 by Eve Kaplan, CFP(R) Practitioner “Out with the old and in the new” – so the old adage goes at the start of each year.  I hope 2014 will bring even more clarity and transparency to the financial planning and investment world so the public is better informed and better protected. Grand Theft, Ponzi-Style: We […]

Shopping for Financial Advice? New Guidelines May Help

by Eve Kaplan, CFP(R) Professional Data show Americans spend more time comparison shopping for TVs and other consumer purchases than they spend shopping for a Certified Financial Planner® professional. Of course most Americans have not comparison shopped for a Certified Financial Planner® professional – I’m only talking about the minority of Americans who have shopped […]