Three Common Investment Mistakes, And How To Fix Them

by Eve Kaplan, Certified Financial Planner(TM) Whether you’re working with a broker or  advisor, or you’re managing your own investments, watch out for these common investment errors. They are: 1) having multiple overlapping holdings (and not being aware of it), 2) having a risky portfolio that’s a poor fit with your needs and 3) letting […]

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 – Especially “Suddenly Single” Women – Are At Greater Risk of Outliving Their Money

By Eve Kaplan, Certified  Financial Planner™ Women run a higher risk of outliving their money in retirement than men. The risk is even greater for single women – especially women in the lowest pre-retirement wage earning quartile (meaning the lowest 25% of wage earners). In addition to low income-earning women, women who are “suddenly single” […]

Womens’ Special Financial Planning Needs That Advisors Overlook

by Eve Kaplan, CFP(R) Professional Womens’ special financial planning needs that advisors may overlook in two ways: 1) advisors don’t always acknowledge the different planning needs women have and 2) advisors don’t always communicate well with female clients – especially if the client comes to a meeting with her husband. It’s very common for a […]

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other words, you have “longevity risk.”  What […]

Retirement Spoiler: When Things Don’t Go As Planned

Have you  heard the Yiddish proverb: “Man plans, and God laughs”?  Some best-laid plans can unravel quickly – especially for something as critical as retirement planning. What do you do next? Consider these 2 conflicting headlines in the financial press that say it all when it comes to retirement planning:  “Working Longer Greatly Improves Retirement […]

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 […]