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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...

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Couples and Money

What are some of your earliest memories about money? Did your parents agree about money when you were growing up? Do you and your spouse make financial decisions together? Or apart? Do you view money...

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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...

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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...

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