We use the most sophisticated investment products and technologies in an effort to further diversify our clients assets and better help them work towards their goals and dreams.Learn More
Our client engagement is a very thorough 5 step process that starts with what we call a “discovery meeting”. We want to ensure all parties are on the same page and working together to implement a plan that addresses all financial goals and needs.Learn More
The most effective way to successfully work towards financial goals is to have a plan and monitor it. Our consultative approach to investing helps us align our clients objectives with suitable investments that will enhance their ability to pursue their goals.Learn More
Welcome to Kaplan Wealth Management
Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management strives to ensure all your financial needs are considered from the accumulation of assets to the management of wealth.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are five facts about Social Security that are important to keep in mind.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Purchasing homeowners insurance is critical for protecting your home.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.