Kaplan Financial & Insurance Services

10/08/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

10/05/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

10/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

09/28/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

09/24/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

09/21/2026

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.

09/17/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

09/14/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

09/10/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

09/07/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.