Author - Eve L. Kaplan, CFP®

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Boost Your Financial Health in 12 Monthly Steps
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Will You Be Caught Flat-Footed by the “New Retirement”?!
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Love Your Pet? Include it in Your Financial Plan!
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February: Romance and Credit Reports
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“The Retirement Gamble”

Boost Your Financial Health in 12 Monthly Steps

By Eve Kaplan, CFP®

Yup – it’s that time of year again when you consider your New Year’s Resolutions. The top 3 New Year’s Resolutions recur each year: eat less, exercise more and clean up your finances/investments. Here are 12 monthly steps to cultivate better financial health. You can do much of this if you’re a committed and determined do-it-yourselfer and you follow December advice (below):

1. January: Organize your paperwork. It sounds like an obvious starting point which eludes many. Are you financial documents organized (in paper or virtually) so the information is at your fingertips? Your heirs …

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Will You Be Caught Flat-Footed by the “New Retirement”?!

by Eve Kaplan, Certified Financial Planner(R)

Will you be caught flat-footed by the “new retirement”? This “new retirement” looks nothing like your parents’ and grandparents’ retirement. The “new retirement” is a very mixed bag – there’s good news, bad news and elements of unpredictability. First, the good news. People are living longer than ever and are more active into their 70s, 80s and beyond. The bad news?  You may end up working (long?) past 65 – even if you are reluctant to do so. Or you may need to transition from full-time work to part-time or flexible work at the …

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Love Your Pet? Include it in Your Financial Plan!

Are you a good pet owner? We Americans love our pets; many of us view our pets as family members and we derive real physical and emotional benefits from pet ownership. We spend over $50 billion per year on our pets and nearly 2/3 of our households have one or more pets. Yet millions of unwanted pets are euthanized each year because pet owners did not make provisions for pets when the owners became disabled, died or no longer could afford their pets.

With so much time, love and money invested in our pets, pet planning is prudent and responsible.  

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February: Romance and Credit Reports

February is the month for romance, roses and chocolate. Here’s a (slightly less) romantic suggestion for February….let it be the month to discuss your current and future financial goals with your significant other…since money can be a source of conflict and misunderstanding in a relationship. Finally, (even less romantic but very practical), let February be the month you designate each year to review your annual free annual credit reports.

Who said financial advisors aren’t romantic?!

Why bother checking your credit reports every year, you may ask? Because it can help nip identity theft at the bud. The recent large-scale theft …

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“The Retirement Gamble”

Have you seen the PBS Frontline documentary “The Retirement Gamble”? PBS ran it again on October 29 on Channel  13 – just in time for Halloween. It’s hard to watch this program without a sense of horror at the way our retirement plan system is rigged to rip off Americans struggling to save for their retirement.  Click here for the website link.

Here are the key points in “The Retirement Gamble” – and look at some things you can do to shore up your retirement plan:

  1. The majority of Americans close to (or in) retirement don’t have enough saved to
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