Kaplan Financial & Insurance Services

Kaplan Financial & Insurance Services Helping physicians identify strategies that seek to protect their income, minimize taxes, and plan for a successful retirement

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/31/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/27/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Facing divorce? Don't overlook changes to your insurance coverage.
08/24/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/20/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

The market is as unpredictable as the weather. We’re here to help you prepare.
08/17/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
08/13/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/10/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/06/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/03/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
07/30/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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16030 Ventura Boulevard, Ste 600
Encino, CA
91436

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Monday 8am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm

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