Speaker Profile
Organization: Sharon G. Kaplove
Title: Certified Financial Planner
Categories: Holistic Financial Planning
Saving for and transitioning to retirement
Building wealth, living below your means
Staying retired and living well
Speeches
-
Understanding Cybersecurity:
Protect yourself against identity theft and cybersecurity – hands on strategies to implement right away to keep yourself and your data safe. This has become a subject that everyone needs to have a base level of knowledge about to protect our money and our identity.
-
How Do You Create Your Retirement Paycheck?:
How do I transition from earning a paycheck to retirement? Which accounts do I spend first? Will Social Security still be there for me and should I collect at age 62 or 66 or 70? Let’s break down this topic into pieces and come up with a template for retirement.
-
Understanding the New Tax Laws:
Ameriprise Tax reform: How the new tax law may impact you. 2018 brought in the new Trump Tax Code. Do you understand the changes and the impact to you and your family and your wallet in plain talk.
Since I was a kid, I have been infatuated with the stock pages. I always loved looking at all of those company names and stock prices.
To me, you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.
As a Financial Advisor, financial planning has taken on a deeper meaning for me because I can really help people attach concrete actions to their financial goals.
I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.
Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.
Happily married for over 20 years, I am now an "empty-nester”, as my two children are (hopefully) studying in college. Tennis is my sport of choice, golf an aspiration! Wellness and nutrition are personal interests. Of late, I have increased my volunteer efforts with the Connecticut Food Bank – a charity near and dear to my heart.