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

06/01/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/29/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to 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.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/27/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

There are billions in unclaimed dollars in the US. Is some of that yours?
05/25/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/22/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
05/20/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
05/18/2026

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.

These 6 things might make your next return a prime target for an IRS audit.
05/15/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/13/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate...
05/11/2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

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