Author - Eve L. Kaplan, CFP®

1
The 3 Main Investment Styles: Pros and Cons
2
Brains and Wine – Both Improve with Age
3
How to Navigate the Pending Retirement Crisis
4
What To Do About Aging Parents: A 15 Pt Check-List
5
What To Do When Family Members Need Financial Help

The 3 Main Investment Styles: Pros and Cons

By Eve Kaplan, CFP®

There are pros and cons to investing in the three main investment styles: active, passive and “evidence-based investing.” The benefits of “evidence-based investing” will be clearer after reviewing “active” vs. “passive” investing styles.

1. Active Investing through Mutual Funds: “Active” investors aim to “beat the market” (or a portion of a market) by investing in a large number of holdings through mutual funds and some Exchange Traded Funds (ETFs). The theory of doing better than the market sounds great but does it work well in practice? As a former active mutual fund manager, I can say: …

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Brains and Wine – Both Improve with Age

By Eve Kaplan, CFP® Professional

Brains and wine both improve with age (and any oenophile will tell you, putting the two together — in moderation —  can be good for you). When I discuss brain improvement with age, I’m referencing a growing body of literature studying the so-called “middle-aged brain” (the 40-60s age group). True, brain processing speed slows a bit in this age group when compared with younger individuals, but problem-solving skills improve. This is good news for Baby Boomers and for financial advisors like me because we’re more readily on the same page.

Better Decision-Making = Better Financial

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How to Navigate the Pending Retirement Crisis

By Eve Kaplan, CFP®

Are you tired of hearing about the pending retirement crisis –because you’ve heard about it so much, it’s boring and you think it doesn’t apply to you? You might be in your 70s or 80s before you realize all that “yadda yadda” about “planning” and “saving” actually did apply to you after all…

Of the 10,000 baby boomers turning 65 each day, do you fall into Group 1 or Group 2? Group 1, nearly two-thirds of the 10,000 daily, will rely on Social Security as a major source of income. Group 1 already may be in …

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What To Do About Aging Parents: A 15 Pt Check-List

By Eve Kaplan, CFP® Professional

A hundred years ago people in the US were extremely old if they lived past 65. What a difference living in 2016 makes! Reaching age 65 now represents just the 2/3 mark for many people expected to live to 95 and beyond. Health, exercise and medical advances all make this possible in a way unimaginable through most of human history.

That’s wonderful news, but what happens if your aging parents weren’t expecting to live into their 80s and 90s? It could mean they become an emotional and/or financial burden to their adult children, placing some …

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What To Do When Family Members Need Financial Help

By Eve Kaplan, Certified Financial Planner ™

Welcome to the Sandwich Generation! You’re a member if you’re “sandwiched” between helping adult children and aging parents.  Americans see themselves are more “independent” and sometimes less family-oriented than some other cultures but you still may be on the hook to support adult children in their 20s, 30s and beyond – while simultaneously savings for yourself plus helping prop up your parents in their 70s, 80s and 90s.

A generation ago it wasn’t uncommon for a 25 year old man or woman to be married, own a home, have young children and already …

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