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(Financial) Things To Do Before You Die

by Eve Kaplan | May 8, 2019 | Estate/Elder Planning, Senior Citizens

By Eve Kaplan, CFP® Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse...

The Powerful Positive Financial Impact Of Delaying Retirement

by Eve Kaplan | Nov 30, 2018 | Fee-Only Financial Planning, Senior Citizens, Social Security Benefits

By Eve Kaplan, CFP® Practitioner New data show the powerful positive financial impact of delaying retirement by even just a few months. Postponing retirement even by a month – for some – can equal or exceed the positive impact of saving more each year for 10 years...

Better Annuities Are Fixed Annuities

by Eve Kaplan | Nov 5, 2018 | Annuities, Investing, Retirement Planning, Senior Citizens

by Eve Kaplan, Certified Financial Planner ™ In my prior article I explained the kinds of annuities that are “bad” or “ugly” for investors: virtually all variable annuities, including indexed annuities (that are misleadingly categorized at a type of fixed annuity). My...

How to Design Your Ideal Retirement

by Eve Kaplan | May 24, 2018 | Fee-Only Financial Planning, Financial Planning, Retirement Planning, Senior Citizens

By Eve Kaplan, Certified Financial Planner ™ Would you like to design your ideal retirement? Where do you begin? First of all, what does retirement mean to you? If you’re in a relationship, does retirement mean the same to you as it does to your partner? Do you know...

Brains and Wine – Both Improve with Age

by Eve Kaplan | Oct 26, 2016 | Financial Planning, Senior Citizens

By Eve Kaplan, CFP® Professional Brains and wine both improve with age (and any oenophile will tell you, putting the two together — in moderation —  can be good for you). When I discuss brain improvement with age, I’m referencing a growing body of...

How to Navigate the Pending Retirement Crisis

by Eve Kaplan | Sep 23, 2016 | Financial Planning, Long Term Care, Retirement Planning, Senior Citizens, Social Security Benefits

By Eve Kaplan, CFP® Are you tired of hearing about the pending retirement crisis –because you’ve heard about it so much, it’s boring and you think it doesn’t apply to you? You might be in your 70s or 80s before you realize all that “yadda yadda” about “planning”...
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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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