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

Check out this video on taxes.
06/24/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The financial risks to consider when evaluating self insurance?
06/22/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Stay ahead this year with this handy Personal Finance Calendar.
06/19/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/17/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

06/15/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

06/12/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
06/10/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/08/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/05/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/03/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

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Reston, VA
20190

Telephone

+17033521780

Website

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