Are You Making These Common Investment Mistakes? Here’s What To Do.

By Eve Kaplan, Certified Financial Planner™ Do you manage your own investments? If so, you may be making one or more of these common mistakes: 1) you have an extreme portfolio that’s a poor fit with your needs, 2) you have too many overlapping holdings and/or 3) if you’re married, one spouse (often the husband) […]

Women Live Longer Than Men, Have Less Saved for Retirement

by Eve Kaplan, CFP(R) Practitioner “Men are from Mars, Women are from Venus” is alive and well in the financial world. Data continue to underscore differences between the sexes when it comes to financial matters. While both men and women face a retirement funding crisis in this country, I will dwell on specific planning issues […]

Women in the Planning Crosshairs: the Retirement Gender Gap

Women in the Planning Crosshairs: the Retirement Gender Gap By Eve Kaplan, CFP® Ask any financial planner what the biggest financial problems Americans face and the answer is: lack of retirement preparedness. Americans still typically retire at age 65 but we are becoming more long-lived. Retirement, for some, can last 30+ years. But that’s just […]