Author - Eve Kaplan, CFP® Professional

1
Don’t Make These Investment Mistakes!
2
(Financial) Things To Do Before You Die
3
5 Lessons Learned from the 10 Year US Bull Market
4
The Powerful Positive Financial Impact Of Delaying Retirement

Don’t Make These Investment Mistakes!

By Eve Kaplan, Certified Financial Planner™

The investment world is a confusing, opinionated and noisy place. Here are 2 classic investment mistakes that are very common: 1) trying to time markets and 2) stock-picking your way to investment success.

Mistake One: Thinking You Can Time Markets (And Do Better Than the Average Investor)

Markets are notoriously changeable, just like the weather. There are hundreds of types of investments (asset classes) that move somewhat independently of other asset classes. These movements cannot necessarily be predicted. Sometimes there is no logical trigger that makes (example) US mid-cap stocks appreciate more than many …

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(Financial) Things To Do Before You Die

By Eve Kaplan, CFP®

Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse or other family members. Some of these steps may seem patently obvious and simple, but in my experience as a financial advisor, I can tell you that even smart, well-prepared people commit very dumb estate planning mistakes.

Estate Docs 101:

1. Prepare your next of kin or surviving spouse with updated estate documents – …

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5 Lessons Learned from the 10 Year US Bull Market

By Eve Kaplan, CFP®

We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time:

Lesson 1: Stay the Course When Things Get Rough

The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was in meltdown mode. If you put extra cash into the US market in 2008-09 then you made out like a bandit. But most investors didn’t have the nerve or extra cash to add to existing investments, so they either 1) DID NOTHING (“stayed the course”) …

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The Powerful Positive Financial Impact Of Delaying Retirement

By Eve Kaplan, CFP® Practitioner

New data show the powerful positive financial impact of delaying retirement by even just a few months. Postponing retirement even by a month – for some – can equal or exceed the positive impact of saving more each year for 10 years while working. This is great news especially for people approaching retirement who are worried about insufficient savings and who might be thinking that it’s  “too late” to shore up their retirement.

As an advisor, I’m always looking for ways for clients to improve their retirement prospects. We’ll all living longer lives and the …

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