Skip to main content

  • Home
  • About 
    • Our Philosophy
    • Our Team
  • Resources
    • Kaizen Capsules
    • Financial Calculators
    • External Resources
    • Events
  • Contact
  • Client Login
  • Career Opportunities

    You are here

  1. Home
  2. Archived Blog
  3. December 2017

December 2017

Congress Passes the Tax Cuts & Jobs Act

Submitted by Kaizen Financial Advisors, LLC on December 27th, 2017

 

Tags:
  • Financial Tips
  • Read more

Retirement Plan Contribution Limits Rise for 2018

Submitted by Kaizen Financial Advisors, LLC on December 15th, 2017

 

You will able to put a little more into your workplace retirement account in 2018. The federal government has boosted the annual contribution limit on some of the popular qualified retirement plans thanks to inflation and made other adjustments worth noting.

  • Read more

Year-End Charitable Gifting

Submitted by Kaizen Financial Advisors, LLC on December 8th, 2017

 

Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you.

Tags:
  • Financial Tips
  • Read more

Recent Blog Posts

  • 2020 Economic Review
  • Highlights of the New Stimulus Package
  • Monthly Economic Update, December 2020

Archived Blog

  • January 2021 (2)
  • December 2020 (2)
  • November 2020 (1)
  • October 2020 (5)
  • September 2020 (2)
  • August 2020 (2)
  • July 2020 (5)
  • June 2020 (4)
  • May 2020 (4)
  • April 2020 (1)
  • March 2020 (2)
  • February 2020 (2)
  •  
  • 1 of 6
  • ››

Categories

  • Estate Planning (1)
  • Financial Tips (26)
  • Investments (1)
  • Market Analysis (12)
  • Medicare (1)
  • Retirement Planning (6)
  • Social Security (1)
  • Tax Planning (2)

Contact Us

Why hire us now? Three simple reasons:

1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

Phone: (425) 321-5800
Fax: (425) 321-5800

Email: contactus@kaizenfa.com

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • ADV 2
  • ADV 3

© 2021 Kaizen Financial Advisors, LLC. All rights reserved.

Website Design For Financial Services Professionals