Kaplan Wealth Advisors

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Kaplan Wealth Advisors Kaplan Wealth Advisors is a financial planning group that works with individuals, families, business owners, and retirees to build and protect their wealth.

Securities and Advisory Services offered through Prospera Financial Services, Inc., Member FINRA, SIPC. I will not request personal or
account information through this site. Any such request should be ignored and deleted. All personal and account updates must be
completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will
not accept trading instructions through this site.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
09/28/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Consider a bucket plan to go with your bucket list.
09/25/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
09/23/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

When was the last time you updated your will?
09/21/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
09/18/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/16/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
09/14/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
09/11/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

There are benefits and limitations when using a living trust.
09/09/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

\$100 not spent is more like \$143. Intrigued?
09/07/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Address

Houston, TX
77025

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12813774592

Website

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