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EVE'S RECENT PRESS CITINGS:
8/5/10 "How to Tell Clients They Can't Retire Yet" by Ed McCarthy in ResearchMag.com. Eve was one of several advisors who discussed how they approach clients and explain they can't afford to retire as early as they would like to.
4/5/10 "More Advisers Weigh in on Health" by Jilian Mincer in The Wall Street Journal &
3/17/10 "Advisors Weigh in On Health, Diet" by Jilian Mincer in Financial Advisor Magazine. Jilian interviewed Eve and several other planners re: how we've begim to discuss health issues with our clients because it insurance premiums (long-term care, life) and other issues (budgeting, financial plan projections, etc).
January 2010 "Five Things To Do Differently in 2010" by Eve Kaplan, in Planning Perspectives, a quarterly e-newsletter magazine from The National Association of Personal Financial Planners (the largest Fee-Only organization in the US).
1/4/10 "Really helpful New Year's financial resolutions" by Warren Boroson in NewJerseyNewsRoom.com. Eve provided 5 simple financial steps toward greater financial control in 2010.
9/7/09 "Phooey on variable annuities!" by Warren Boroson in NewJerseyNewsRoom.com. Warren featured Eve's recent critiques (run in The Independent Press) of Variable Annuities.
7/16/2009 "Do Product Guarantees Help Recover Lost Retirement Income Ground?" by Jim Connolly in FiLife (in partnership with The Wall Street Journal). Jim interviewed Eve and a few other financial planners about the downside of purchasing variable annuities with guarantees.
April 2009 "Put Your 401(k) Back to Work" by Laura Cohn in The Washington Post. Eve was interviewed about the merits of taking former 401k plans and rolling them over to IRAs.
March 2009 "The Rise of the Financial Divorce" by Yaran Noti in Details Magazine (www.details.com) Eve was interviewed about whether she recommends keeping finances separate once a couple is married.
February 2009 "Surviving the Plunge: Amid Falling Assets and Revenue, Advisor Try to Position Themselves for the Eventual Upturn," by Jeff Schlegel in Financial Advisor Magazine. Eve joined a discussion re: various advisor compensation models and their pros/cons during a market downturn.
1/28/09 "Income Planners Take Note: Madoff, A Cautionary Tale" by Jim Connoly in Life And Health National Underwriter. Eve and several other financial planners were interviewed about the Madoff scandal and various other "pitfalls" (e.g. thinking your portfolio is diversified when it really isn't).
Winter 2009 "Women Stay on the Job" by Julie Jacobs in www.SilkPurseWomen.Com Eve was interviewed about why it's advantageous to work longer and avoid outliving retirement assets.
8/19/08 "Investment Strategy Blogs Slow to Influence Financial Advisors" by Susan B. Weiner, CFA in AdvisorPerspectives. Susan interviewed Eve and several other advisors about the usefullness of financial blogs in their practices.
08/08 Eve was interviewed on a cable TV program about financial planning (www.pandesi.com) The video link on youtube is: http://www.youtube.com/watch?v=hzpD5U9MOVM
08/08 "Best of Discussion Forum" by Kevin Adler in NAPFA Advisor Magazine. Eve and several other NAPFA financial planners weighed in on the subject of pet insurance and other pet financial planning issues (not a trivial discussion -- since Americans spend billions of dollars each year on their pets!).
7/27/08 "Are You Ready for Home Ownership?" by Gail Harlow in www.SingleMindedWoman.com
6/25/08 "How To Find The Best Financial Advice" by Jessica Wakeman in MainStreet.com. Jessica interviewed Eve and several other financial planners to determine the best way to find good financial advice.
4/18/08 "An 'Unretiree' Helps Others Manage Their Next Eggs" by Julie Bennett in The Wall Street Journal. Julie interviewed Eve and another planner to discuss what it's like to advise clients.
4/8/08 "The Four Top Investment Strategy Challenges for Investment Advisors" by Susan Weiner CFA in Advisor Perspectives. Eve and several other financial planners discuss inflation, declining interest rates, questions about the worthiness of credit ratings and other issues.
March 2008 "The Thrills, The Chills of the Volatile Market" by Rachel Sheedy and Kathryn Walson in Kiplinger's Retirement Report Volume 15, Number 3. One of Eve's clients was interviewed and Eve was one of the financial planners quoted in this review of how individuals close to retirement are handling the stomach-churning market volatility.
February 2008 "Online Tool Helps Boomers Looking For Senior Facilities For Their Parents" by Jim Connolly in http://www.lifeandihealthinsurancenews.com/cms/ Eve was quoted in this article about the merits of www.snapforseniors.com website which provides a web search tool to investigate senior care facilities.
2/26/08 "Will the U.S. Sub-Prime Crisis Be as Bad as History Suggests?" by Susan Weiner CFA in Advisor Perspectives. Eve and two other financial advisors were quoted in response to the release of a working paper by Carmen Reinhart and Kenneth Rogoff: Is the 2007 U.S. Sub-Prime Financial Crisis so Different? An International Historial Comparison.
2/25/08 "Being on the Lip of Retirement Can Be an Awkward Age" by Trevor Thomas in "Advising Boomers (www.lifeandhealthinsurancenews.com). Eve discussed on-line tools for boomers and said "Although sites can help narrow the choice of facilities for a client...it is the planner's responsibility to examine how stable hte facility is financially by looking at...financials information that may not be available on a website.. You don't want to put mom in a facility and have it go bely up 5 years later."
12/10/07 "Are You Ready for Home Ownership?" by Gail Harlow in Single Minded Women. Eve comments in this article about making sure you don't lock up too much of your net worth in a house to preclude a cash flow crunch http://www.singlemindedwomen.com/fullArticle.aspx?id=48
6/1/07 "Robeco to Advisors: Go Dutch" by Kevin Burke in Registered Rep magazine. Kevin interviewed Eve about Robeco Group plans to expand in the US (based upon Eve's former employment with Robeco as Senior Portfolio Manager for 8 years, through 1997).
6/1/07 "Great Communicators" by Marie Swift in Financial Planning Magazine. Marie Swift interviewed Eve and several other planners to explain how important client communication (especially listening to clients) is to running a successful and fulfilling financial planning practice www.financialplanning.com
4/1/07 "Mission: Retirement" by Elizabeth O'Brien in Financial Planning magazine. Ms. O'Brien interviewed Eve re: new AARP financial services offerings.
3/10/07 "Retirement Debt: Does a 30 Year Mortgage Make Sense?" in RealEstate.com. Eve was interviewed regarding mortgages which extend into retirement vs mortgages which end prior to retirement.
1/18/07 "Going Global with ETFs" by Marc Hogan in BusinessWeek.com http://www.businessweek.com/investor/content/jan2007/pi20070118_261852.htm Eve discussed overseas investing in the context of expense ratios for Exchange Traded Funds vs actively managed funds.
1/2/07 "Communicate Effectively with Long-Distance Clients" by Vanessa Richardson in AdvisorMax Newsletter. Eve was interviewed regarding strategies for working with long-distance US expatriate clients.
12/1/06 "The Metamorphosis" by Anne Field in Registered Rep Magazine. Eve discussed some of the compliance issues involved in having her firm be a Registered Investment Advisor in both NJ and NY.
9/27/06 "Don't Let Housing Haunt Your Retirement" by Marc Hogan in BusinessWeek Online (www.businessweek.com). Marc interviewed Eve and other financial planners regarding the impact of mortgages on retirement planning.
6/06 "Planners Weigh In On How Bells & Whistles Affect Income Plans" by Jim Connolly in National Underwriters. Jim interviewed Eve and other financial planners regarding the complexity of financial products/services and the sometimes bewildered clients who buy them.
6/16/06 "Prepare Your Finances for Disaster" by Karyn McCormack in BusinessWeek Online (www.businessweek.com). Karyn interviewed Eve and other financial planners re: strategies when facing a natural disaster.
05/2006 "Second Opinion" by David J. Drucker in NAPFA Advisor Magazine. Eve was quoted regarding the value of Wall Street Journal columnist Jonathan Clements' "no-nonsense investing tips."
04/2006 "Are Credit Cards Gtting in the Way of Your Retirement?" by Tim Murray in Lifespan Magazine. Eve was profiled in this article about how credit card debt can undermine preparing for a comfortable retirement.
3/19/06 "IRA Can Balance Other Holdings" by Warren Boroson in The Daily Record (www.dailyrecord.com). Warren interviewed Eve and other local area financial planners to ask them how to position assets in IRAs and what they recommend in the way of investments.
02/2006 "Retiring Can Mean Business" by David Drucker in "Financial Advisor" Magazine (www.fa-mag.com). Dave interviewed Eve and other financial planners about the kinds of advice they give clients who want to start businesses which use part of the retirement nest egg.
1/17/2006 "Retiree Helps Others Manage Their Nest Eggs," by Julie Bennett in the Wall Street Journal on-line edition (www.wsj.com) Start-Up Journal. Eve and another Certified Financial Planner (TM) were interviewed re: financial planning as a second career.
12/25/05 "'06 Forecast: What to Expect" by Warren Boroson in The Daily Record (www.dailyrecord.com). Warren interviewed Eve, along with several other local area market experts, to gauge what will move, amongst investments, in 2006 -- and what will lag.
10/5/05 "Middle-Income People May Prefer Planners With Hourly Fees" by Warren Boroson in The Daily Record (www.dailyrecord.com). Boronson discusses the merits of the Garrett Planning Network alternative to expensive "wealth managers" (and lists Eve as a local NJ planner).
9/5/05 "Income Planning Education Never Ends, But When Does It Begin?" by Jim Connolly in Insurance Newsnet. Eve was quoted regarding income planning and prioritization of financial goals. www.insurancenewsnet.com
8/15/05 "Money -- You May Need to Help Elderly Parents Manage Their Finances" by Warren Boroson inThe Daily Record (www.dailyrecord.com). Eve was quoted regarding strategies for aiding elderly parents manage their finances better.
08/2005 "Portfolio Doctor -- A Pre-Retiree Prices Her Mexican Dream" by Jeffrey R. Kosnett in Kiplinger's Personal Finance Magazine (www.kiplinger.com) Eve analyzed plans by a pre-retiree to retire in Mexico. Eve concluded there were some risks to the plan and they could torpedo this person's retirement dreams down the road.
7/18/05 "'Have Not ' Advisers Face a Bleak Future," by Rick Miller in Investment News. Comment on how smaller advisory firms (such as Kaplan Financial Advisors, LLC!) are viable entities which have economic value and are not marginal to the industry, as claimed by a recent JP Morgan Asset Mgmt/Undiscovered Mgrs white paper. See www.investmentnews.com
07/2005 "Foreign Indebtedness" (article on international bond investing) by Susan Weiner CFA in Financial Planning (www.financial-planning.com)
07/2005 "The Bewildering Number of Mortgage Choices" by Jim Connolly in National Underwriter. Discussion with Eve and other planners about the pros and cons of fixed rate mortgages and ARMs.
06/2005 "Income Planning Education" by Jim Connolly in "Income Planning Online." Eve discusses the importance to educating clients so they understand the relevant of various retirement strategies to make sure clients don't outlive their assets.
3/28/05 "Opinions on Social Security" by Warren Boroson in Daily Record (www.dailyrecord.com)
2/1/05 "The Next Generation of Advisers (and the Problem with Uncovering Them)" by Ed McCarthy in Financial Planning (www.financial-planning.com).
01/2005 "International Rules: Financial Professionals Look to International Equities for Earnings Growth" by Alyn Ackermann in "Financial Advisor" Magazine, Vol 6., No. 1 (January 2005) (www.fa-mag.com)
11/18/04 "How Advisors Reach Asian-Americans" by Jim Connolly in Insurance Newsnet (www.insurancenewsnet.com) Eve discusses various aspects of serving this client community, based upon her years of experience in Asia.
11/1/04 "Rolling Along " (article about IRA rollovers) by Donald Jay Korn in Financial Planning (www.financial-planning.com) Eve comments about the pros and cons of rolling IRA holdings over.
11/1/04 "Women Gain Financial Fortitude" by Charles Paikert in Investment News vol. 8, no 41.
10/20/04 "Is it Profitable to Serve the Middle Market?" by David J. Drucker in Morningstar Advisor.com. Eve discusses aspects of the business model tailored to serving the middle market.
9/25/04 "They Want to Hold Your Hand -- Independent Financial Counselors Offer Guidance in a Hazardous Shareholder Culture" by Peter S. Green in International Herald Tribune (www.iht.com) Eve talks about the client-planner relationship against the backdrop of market uncertainty.
6/13/04 "Ask the Biz Brain" (article about 401(k) plans) by Karin Price Mueller in The Star Ledger.
5/23/04 "Best Three Ideas" (3 top investments for consideration) by Karin Price Mueller in The Star Ledger. Eve put forward 3 ideal investments for investors to consider.
RECENT ARTICLES WRITTEN:
Eve Kaplan writes a monthly entry on personal finance for The Independent Press. She has written about retirement planning, investment analysis and other money matters for The IP. Her editorial on asset allocation and benchmark changes was featured in the 10/31/00 Asian Wall Street Journal.
06/2005 "Can Her Health Care Coverage Be Saved? How Two Women Went From Uninsured to Insured" in the women's personal finance online magazine, "Making Bread." (www.makingbreadmagazine.com)
3/21/05 "DIAMONDS -- AND SPIDERS AND CUBES -- Are a Busy Girl's Best Friend: Consider Adding Exchange Traded Funds to Your Portfolio" in the women's personal finance online magazine, "Making Bread." (www.makingbreadmagazine.com)
11/21/04 "Financial Riddle: You Don't Miss It Until You Need It. What Is It?" (article about life, disability and long-term care insurance) in the women's personal finance online magazine, "Making Bread." ( www.makingbreadmagazine.com )
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