by Gabriel Kaplan | Jan 1, 2019 | Planning
Technology influences every part of our lives. From a clock beeping at you to wake up, to a watch counting your steps, to a robot turning on your lights, our daily lives rely on the use of technology. We use it to work, stay in touch with family and friends, shopping,...
by Gabriel Kaplan | Dec 1, 2018 | Planning
There is only a month left in 2018! It came and went as most years do: swift. Let me ask you: what is the best memory you have of this year? As summer becomes a distant memory and crisp air settles over us, it is time to wrap up the duties and responsibilities of 2018...
by Gabriel Kaplan | Oct 23, 2018 | Money Hacks, Planning
Finances are not an easy thing to manage. Sometimes we let them get away from us and we make mistakes. Maybe you are burdened by a student loan payment, crippled by your mortgage, or boiling after some tricky investment calls, no matter what financial trouble you are...
by Gabriel Kaplan | Oct 1, 2018 | Planning
Life changes. It never stands still. In a moment you find yourself tangled up in memories that span years and generations. Time seems to have a lapse: one moment you walk across the stage at your college graduation and the next moment you bring new life into the...
by Gabriel Kaplan | Aug 7, 2018 | Planning
It can be challenging to select a financial planner. There’s so much to consider – do they specialize in the financial problems you’re facing? Do they do both financial planning and investment management? How often will you meet with them, and what will your...
by Gabriel Kaplan | Jul 20, 2018 | Planning
Many financial planners discuss net worth statements with their clients and in their content online. However, if you’re like most people, you might be a little bit confused about what, exactly, your net worth is – and why it matters. What is Your Net Worth? Net...
