Kaplan Wealth Managment

Kaplan Wealth Managment Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their personal and financial goals.

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 representative and f

inancial 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 address all of your financial needs from the accumulation of assets to the management of wealth. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Kaplan Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
08/14/2024

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
08/12/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
08/09/2024

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/07/2024

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate report...
08/06/2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

An ILIT could play a role in your estate strategy.
08/05/2024

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/02/2024

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Children with special needs may need ongoing help after their parents are gone.
07/31/2024

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from...
07/30/2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
07/29/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

07/26/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may...
07/24/2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
07/24/2024

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

If you died, what would happen to your email archives, social profiles, and online accounts?
07/22/2024

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Here are a few key factors to consider when naming an executor for your estate.
07/19/2024

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
07/17/2024

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

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports startin...
07/16/2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
07/15/2024

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.

Learn the language of life insurance.
07/12/2024

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

07/10/2024

There are benefits and limitations when using a living trust.

Extended care refers to services needed by those who have a chronic illness or disability.
07/05/2024

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & ...
07/03/2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

07/03/2024

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
07/01/2024

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Social host laws may make you responsible for underage drinking in your home, even if you are away.
06/28/2024

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

06/26/2024

It isn't whether you should have auto insurance - it's what kind you should have.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
06/24/2024

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
06/21/2024

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Business owners should consider a succession plan sooner rather than later.
06/19/2024

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
06/17/2024

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

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ABC 7 News Appearance
ABC 7 News Appearance

This is from our appearance on ABC7 News in DC. Thanks again to Kimberly Suiters ABC7 and the rest of the #7onyourside team! Kimberly and the rest of the team do a great job helping out the local community! 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.

Next generation beach lover. Check out Brad's son Lucas surfing on their recent vacation!

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