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Divorce Due to Medical Bills!? Sometimes It Makes Sense

by Eve Kaplan | Aug 21, 2014 | Estate/Elder Planning, Financial Planning, Long Term Care, Retirement Planning, Senior Citizens

By Eve Kaplan, Certified Financial Planner® Practitioner Divorce amongst older couples is on the rise in this country due to spiraling medical/long-term care costs. Soaring medical/nursing care expenses are aggravated by longevity and uninsured risk (no long-term care...

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

by Eve Kaplan | Jul 9, 2014 | Annuities, Estate/Elder Planning, Financial Planning, Financial Planning for Women, Investing

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other...

Love Your Pet? Include it in Your Financial Plan!

by Eve Kaplan | Mar 18, 2014 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning

Are you a good pet owner? We Americans love our pets; many of us view our pets as family members and we derive real physical and emotional benefits from pet ownership. We spend over $50 billion per year on our pets and nearly 2/3 of our households have one or more...

Avoid Adding Your Child’s Name to Your Bank Account!

by Eve Kaplan | Jun 25, 2013 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning, Senior Citizens

by Eve Kaplan, CFP(R) Clients sometimes ask me if they can add their adult child’s name to their bank account(s) so the child can tap funds as needed or write checks on behalf of the client. While adding a child’s name seems like a harmless, familial gesture of love...

Downton Abbey Financial Lessons

by Eve Kaplan | Jan 26, 2013 | Estate/Elder Planning, Financial Planning, Investing, Investments

by Eve Kaplan, CFP(R) Practitioner Like millions of Americans, I’m hooked on Downton Abbey. If you’ve somehow missed this sensational TV phenomenon, Downton Abbey chronicles the wealthy Crawley family and their estate in 1910-1920s England. Lord and Lady Grantham head...

Widowed…And Directionless?

by Eve Kaplan | Aug 28, 2012 | Estate/Elder Planning, Fee-Only Financial Planning, Financial Planning, Financial Planning for Women

by Eve Kaplan, CFP(R) Losing your spouse prematurely may be your worst nightmare. That’s when you discover who your real friends are, which relatives you can count on — and the unbelievable time and stress involved in sorting through complicated legal and...
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We’re a Fee-Only (no products sold, no commissions) Financial Planning and Investment Management firm working with clients nationwide. Taking a 360 degree view of planning and investments, we work closely with clients, replacing uncertainty with prudent investment management and financial planning principles. Our typical clients are individuals or couples with at least $1.5 million of investment assets.

Get in Touch

52 PLymouth Drive, Berkeley Heights, NJ 07922

908-898-0549

Eve@KaplanFinancialAdvisors.com

Recent Posts

  • Market Thoughts During a Crazy Time March 19, 2020
  • Market Volatility Déjà Vu February 25, 2020
  • The Ten Commandments for Strong Financial Health November 22, 2019
  • Smart Ways To Handle A Highly Appreciated Investment October 27, 2019
  • The Problem With Brokers September 27, 2019

Important Compliance Disclosure: Kaplan Financial Advisors is a SEC-Registered Fee-Only Investment Advisor. We also offer financial planning and investment advisory services throughout the U.S. and in other jurisdictions where exempted.

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