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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here's a breakdown of how the federal government spends your tax money.
A few strategies that may help you prepare for the cost of higher education.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A quick look at how federal income taxes work.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
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 importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?