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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

Two men sitting at a table and having a conversation
Fernando Gonzalez | Aug 21, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Man in a graduation cap and gown
Fernando Gonzalez | Aug 18, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Toddler standing at the bottom of a stone staircase
Fernando Gonzalez | Aug 14, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Two women meeting in an office space.
Fernando Gonzalez | Aug 11, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Ten key accounting calculator on a soft yellow desk
Fernando Gonzalez | Aug 7, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Close up portrait of child giving two thumbs up
Fernando Gonzalez | Aug 4, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A man sitting on a bench watching a plane take off
Fernando Gonzalez | Jul 31, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Woman with graduation cap looking at the sky
Fernando Gonzalez | Jul 28, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Two elderly people sitting on a bench looking at the sea
Fernando Gonzalez | Jul 24, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Two people at work high fiving at a desk
Fernando Gonzalez | Jul 21, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Man sitting on bench in park
Fernando Gonzalez | Jul 18, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Man sitting on a park bench and working on a laptop
Fernando Gonzalez | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Office

1210 S. Federal Hwy - Suite 201
Boynton Beach, FL 33435

 

Mon-Fri | 8:00 AM – 5:00 PM

Contact Info

P | 561-237-5200
E | Fernando.gonzalez@kaplanandgonzalezfg.com
 

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

 

     

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Osaic Wealth Form CRS

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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