The opinions voiced in this material are for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
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 Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here are five facts about Social Security that are important to keep in mind.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tips on insuring your teen driver.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What if instead of buying that vacation home, you invested the money?