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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

woman-finance
Fernando Gonzalez | Jul 23, 2021

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Desk&Plant
Fernando Gonzalez | Jul 19, 2021

Benefits and Risks of Purchasing Investment Property

Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but

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Stock Keys
Fernando Gonzalez | Jul 16, 2021

Are You Ready to Purchase Investment Property?

Real Estate

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you

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credit-rating
Fernando Gonzalez | Jul 12, 2021

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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piggy-bank
Fernando Gonzalez | Jul 9, 2021

Top 15 Money Management Tips

Lifestyle
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money. However, if you’re ready to start
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ceramic-piggy-bank
Fernando Gonzalez | Jul 5, 2021

Easy Ways to Financial Health

Lifestyle
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
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Cards-wallet
Fernando Gonzalez | Jul 2, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Avoiding Retirement Woes
Fernando Gonzalez | Jun 28, 2021

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Img
Fernando Gonzalez | Jun 25, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Stock Image
Fernando Gonzalez | Jun 21, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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Finance
Fernando Gonzalez | Jun 18, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Businesswoman looking at her phone
Fernando Gonzalez | Jun 14, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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E | Fernando.gonzalez@kaplanandgonzalezfg.com
 

Fernando Gonzalez | 561-237-5202
Eric A. Kaplan | 561-237-5203

 

     

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

CRPC® conferred by The College for Financial Planning.

This communication is strictly intended for individuals residing in the states of CA, FL, IA, IL, IN, MA, MO, NC, NH, NJ, NY, OH, PA, SC, TX & WA.  No offers may be made or accepted from any resident outside the specific states referenced.

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