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. Blog

Blog

I Bonds Explained

Submitted by Kaizen Financial Advisors, LLC on April 22nd, 2022

 

You might be hearing a lot about I Bonds in the news. So, what are these I (for inflation) Bonds really about? I Bonds are designed to protect the value of your money from inflation and are 100% backed by the U.S. federal government.

  • Read more

Q1 2022 Economic Recap

Submitted by Kaizen Financial Advisors, LLC on April 15th, 2022

 

 Q1 RECAP:

Tags:
  • Investments
  • Market Analysis
  • Read more

Retirement In Sight, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 25th, 2022

 

 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

Tags:
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Read more

Monthly Economic Update, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 11th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
  • Read more

Monthly Economic Update, February 2022

Submitted by Kaizen Financial Advisors, LLC on February 18th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
  • Read more

WA Cares Fund Update

Submitted by Kaizen Financial Advisors, LLC on February 18th, 2022

 

Tags:
  • Insurance
  • Retirement Planning
  • Read more

Bear or No Bear? Does it Matter?

Submitted by Kaizen Financial Advisors, LLC on January 21st, 2022

 

In U.S. stock market history, bear markets—defined as a drop of 20% or more for a broad market index—happen roughly every four years and eight months.  With a couple of recent down days in the markets, we may be in the early stages of a new one.

 

  • Read more

Q4 Economic Recap

Submitted by Kaizen Financial Advisors, LLC on January 14th, 2022

 

 

Q4 RECAP

Tags:
  • Investments
  • Market Analysis
  • Tax Planning
  • Read more

2022 Contribution Limits

Submitted by Kaizen Financial Advisors, LLC on December 3rd, 2021

 

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022.

 

Key Changes:

Tags:
  • Financial Tips
  • Retirement Planning
  • Tax Planning
  • Read more

2021 Charitable Giving

Submitted by Kaizen Financial Advisors, LLC on November 5th, 2021

 

As the end of the year approaches, you may be considering a charitable contribution. Did you know that many charities accept transferred securities as a donation? This is just one opportunity that could result in a tax benefit to you and a larger gift to your charity.

Here are a Few Giving Opportunities:

Tags:
  • Financial Tips
  • Tax Planning
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Recent Blog Posts

  • 2022 Economic Review
  • Monthly Economic Update, December 2022
  • Monthly Economic Update, November 2022

Archived Blog

  • January 2022 (2)
  • December 2021 (1)
  • November 2021 (1)
  • October 2021 (2)
  • September 2021 (2)
  • August 2021 (3)
  • July 2021 (1)
  • June 2021 (2)
  • May 2021 (1)
  • April 2021 (1)
  • March 2021 (2)
  • February 2021 (1)
  • ‹‹
  • 2 of 8
  • ››

Categories

  • Estate Planning (3)
  • Financial Tips (33)
  • Insurance (3)
  • Investments (15)
  • Market Analysis (28)
  • Medicare (1)
  • Retirement Planning (12)
  • Social Security (1)
  • Tax Planning (10)

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:

Email: liz@kaizenfa.com

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

Get Directions

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

© 2023 Kaizen Financial Advisors, LLC. All rights reserved.

Website Design For Financial Services Professionals