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Kaplan on Your Money

Showing articles in Kaplan on Your Money

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    Avoid These 4 Investment Bloopers!
    by Eve Kaplan, Certified Financial Planner(R) Practitioner
    May 7, 2012

    I come across investment bloopers all the time in my line of work – I’m a Fee-Only (no products sold) Certified Financial ...

  • Can You Afford to Be a Stay-At-Home Parent?
    by Eve Kaplan, Certified Financial Planner(R)
    April 20, 2012

    How do you decide if it makes sense to leave a job and become a stay-at-home parent?  As a financial planner, I approach this top...

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    What's a Financial Plan, Anyway?
    by Eve Kaplan, Certified Financial Planner(R)
    April 10, 2012

    One question people often ask me is “What is a financial plan?” Here’s a simple analogy to answer that que...

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    How is Your Advisor Paid? Why it Matters!
    by Eve Kaplan, CFP(R)
    February 29, 2012

    Who gives you financial advice? Why does it matter how he or she is paid? Because it’s probably the most important thing determi...

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    Taxes: Being Smart Amid Uncertain Times
    by Eve Kaplan, Certified Financial Planner(R)
    February 20, 2012

    The tax guessing game continues because some proposed 2013 tax changes may – or may not --go into effect . Congress may keep us ...

  • Women and Money
    by Eve Kaplan, Certified Financial Planner(R)
    January 28, 2012

    Are women very different when it comes to financial planning? The unequivocal answer is “Yes!” Why? Women tend to liv...

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    Your 12 Steps to Financial Health in 2012!
    by Eve Kaplan, Certified Financial Planner(R) Practitioner
    January 10, 2012

    Happy New Year! Do your New Year’s Resolutions include “losing weight” and “getting more exercise”? Do t...

  • New 2012 Regulations Might Boost Your 401(k) Balance
    by Eve Kaplan, Certified Financial Planner(R)
    December 16, 2011

      The hard-earned dollars you defer each month into your 401(k) are about to get the money equivalent of a face lift in ...

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    How Much Can You Safely Withdraw in Retirement?
    by Eve Kaplan, Certified Financial Planner(R)
    December 3, 2011

    How much money can you safely withdraw from your investments, once you retire? This is a subject of wide debate in the financial plann...

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    The Problem with Market Timing
    by Eve Kaplan, Certified Financial Planner
    November 9, 2011

    Do you – or someone you know – move in and out of investment holdings in order to “boost your return”? If you ...

  • Couples and Money
    by Eve Kaplan, Certified Financial Planner(R)
    October 20, 2011

    What are some of your earliest memories about money? Did your parents agree about money when you were growing up? Do you and your spou...