Dr. Barry Kaplan, EA, CFP® - Certified Financial Planner

Barry in the Media

Most of the time, when quoted, I've been quoted about Retirement and Retirement Portfolios, Disability Insurance, Alternative Investments, Stock Options, and the use of technology in financial planning.

While I appreciate modesty, there's really no way to humbly say that my advice is respected - at least by some...

Business Week Today Protect Your Portfolio With the financial crisis shaking confidence in all kinds of investments, how can you best protect your portfolio? Here are some tips from the pros.	Wall Street Journal Conversion Convergence Barry helps explain a sophisticated strategy that takes advantage of an oddity in the tax code to convert an IRA to a Roth IRA (in 2010).
Investment News Special Report: Black Monday Two decades after the crash of '87, Wall Street veterans remember that day and talk about the lessons they learned.	Dow Jones Newswire Client's Career Is An Asset for Advisors Barry is cited for helping a client in the entertainment industry triple his income.
Bloomberg.com What Happened When Dentist Dropped Drill Barry's personal experience uniquely qualifies him to advise on disability insurance.	Wall Street Journal How to Use a Hidden 'Raise' Barry helps show how most people making over around $100k don’t realize they get a 6.2% “raise” every year, after they make the first $97,500.
Bloomberg.com Company Stock in 401(k) Plans Can be Damaging Barry illustrates how a 401k is the worst place to hold company stock.	Wall Street Journal The Retirement Lies We Tell Ourselves Barry gives an example of how you can't use rules of thumb in retirement.
Wall Street Journal Equity UITs Gain As Alternatives To Mutual Funds Barry gives an example of why closed end Unit Investment Trusts are a poor substitute for Mutual Funds.	Kiplinger's Retirement Report Guarantee Your Spouse Income for Life Barry shows how you may have the upper hand over the pension administrator when it comes to choosing single life vs joint and survivor pension distribution.
BusinessWeek Online Hedging Without a Hedge Fund Barry helps show how to use certain Hedge Fund-like mutual funds to lower the volatility (risk) of your portfolio.	AdvisorMax Communicate Effectively with Long-Distance Clients Barry uses technology to service remote clients.
Wealth Manager Off With Their Heads In an industry publication, Barry discusses the IRS crackdown on a sophisticated tool used by people to diversify large concentrated positions in single stocks.