Matt Kaplan - Myriad Capital

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Matt Kaplan - Myriad Capital Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Matt Kaplan - Myriad Capital, Financial planner, Coral Springs, FL.

Myriad Capital is an independent, privately owned firm with a singular focus on comprehensive wealth management for busy professionals, families, their family businesses, and their trusts.

"We'll set up the 401(k) later." Later has a deadline.It's different for every plan. A 401(k) has to exist by December 3...
10/23/2026

"We'll set up the 401(k) later." Later has a deadline.

It's different for every plan. A 401(k) has to exist by December 31 to count for 2026 (you can fund it after year-end, but there's no retroactive plan). A SEP can be opened as late as your tax filing deadline, extensions included. A new SIMPLE generally had to be in place by October 1, which has already passed for 2026.

So "later" means three different things, and picking the wrong one can cost you a full year of contributions at exactly the income level where they matter most.

If a new plan is on your list, DM me. I'll tell you straight whether the calendar still works for 2026. (Then talk to your tax advisor about getting it done.)

Behind on retirement contributions? It's probably a payroll timing fix.About ten weeks left in 2026. Your year-end check...
10/22/2026

Behind on retirement contributions? It's probably a payroll timing fix.

About ten weeks left in 2026. Your year-end checklist, numbers first: 401(k) elective deferral $24,500 (up $1,000 from 2025), total defined-contribution limit $72,000, catch-up at 50+ $8,000, the 60-63 super catch-up $11,250 if your plan allows it, SIMPLE IRA $17,000, SEP max $72,000. (Source: IRS Notice 2025-67.)

Two things worth knowing: if you're behind on your own contributions, the fix is usually payroll timing, not a new plan, and there's still time. And if your current plan can't get you to the numbers you need no matter the timing, that's a plan-design conversation, and some of those changes can't be made after December 31st.

Not sure where you stand? DM me and I'll tell you what I'd look at first. (Then talk to your tax advisor about what moves still make sense this year.)

Net worth is a snapshot: what you own minus what you owe, captured at a point in time. Cash flow is the motion: what com...
10/22/2026

Net worth is a snapshot: what you own minus what you owe, captured at a point in time. Cash flow is the motion: what comes in, what goes out, and what is left over. For Americans between the ages of 45 and 54, the median net worth...

The Social Security Administration recently announced that 71 million Americans, including Social Security and Supplemen...
10/20/2026

The Social Security Administration recently announced that 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 2.8 percent increase in their benefits for 2026.1 However, it is...

10/19/2026

Nobody designed your retirement plan for you. They designed it for your staff.

They're not the same thing. Your firm's plan has to work for your team. Your plan has to fund your retirement, and your math is different. You're the highest-paid person there, you started saving late because the firm came first, and you've got catching up to do.

SEP vs. SIMPLE vs. 401(k) comes down to who you're trying to fund and what it costs to fund everyone else along the way.

When's the last time someone reviewed your plan from the owner's side of the desk? (And run what you hear past your tax advisor.)

Medicare's Annual Open Enrollment Period is here. From October 15 through December 7, 2026, you can review and change yo...
10/15/2026

Medicare's Annual Open Enrollment Period is here. From October 15 through December 7, 2026, you can review and change your Medicare coverage for the upcoming year. Any changes you make will take effect January 1, 2027. After December...

With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on Oc...
10/13/2026

With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on October 28. Some believe the unspoken rule is that the Fed doesn’t adjust rates prior to an election. On closer...

October is a month we set aside for a special focus. Most months, it makes sense to look at anything that might need imm...
10/08/2026

October is a month we set aside for a special focus. Most months, it makes sense to look at anything that might need immediate attention, such as a major expense or questions you might have. But once a year, there’s real value in...

October is Breast Cancer Awareness Month. We honor the survivors, caregivers, and loved ones who have shown remarkable c...
10/05/2026

October is Breast Cancer Awareness Month. We honor the survivors, caregivers, and loved ones who have shown remarkable courage in the face of this disease. To everyone whose lives are affected by breast cancer: you are seen, and you...

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Coral Springs, FL

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Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm

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+15615646865

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