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Blog

A teenager holding a yellow and blue longboard talking to her friend
Fernando Gonzalez | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Mother and child working on a laptop together
Fernando Gonzalez | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Fernando Gonzalez | Jun 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Two yellow balloons with smiley faces on them
Fernando Gonzalez | Jun 10, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Fernando Gonzalez | May 25, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two people having a picnic by a lake
Fernando Gonzalez | Apr 15, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Fernando Gonzalez | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Fernando Gonzalez | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Two older businesspeople looking at a tablet screen
Fernando Gonzalez | Feb 8, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Credit card being held
Fernando Gonzalez | Jan 14, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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House in wide view
Fernando Gonzalez | Jan 10, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Fernando Gonzalez | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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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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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. 

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