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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

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Fernando Gonzalez | Sep 8, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
A couple working in their kitchen together
Fernando Gonzalez | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Fernando Gonzalez | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Fernando Gonzalez | Aug 5, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Fernando Gonzalez | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
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.
Read More
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?
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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.
Read More
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?
Read More
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.
Read More
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.
Read More

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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. 

CRPC® conferred by The College for Financial Planning.

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