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Kaizen Capsules

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
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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
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The Social Security Administration Announces 2022 COLA

Submitted by Kaizen Financial Advisors, LLC on October 14th, 2021

 

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A Review of Q3 2021

Submitted by Kaizen Financial Advisors, LLC on October 8th, 2021

 

Q3 QUARTER’S RECAP

  • U.S. economic growth slows in the face of Delta variant headwind
  • Europe’s economic outlook remains positive
  • Stocks retreat from record highs; confront a bevy of challenges

 

Tags:
  • Financial Tips
  • Investments
  • Market Analysis
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Washington Cares Fund - Exemption Details

Submitted by Kaizen Financial Advisors, LLC on September 24th, 2021

 

The window to begin exempting yourself from Washington’s Long-Term Care Tax is quickly approaching. The Washington State Employment Security Department (ESD) will begin accepting applications for exemption on October 1, 2021. Please review the steps to apply for exemption below.

Tags:
  • Financial Tips
  • Insurance
  • Tax Planning
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Young Adult Power of Attorney

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2021

 

 

In Case of Emergency: What Every Parent Should Know

When your child turns 18, there can be an abrupt loss of legal power for parents.  Even if you are providing financial support, your child transforms into an adult in the eyes of the law.

 

Tags:
  • Estate Planning
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Retirement In Sight, August 2021

Submitted by Kaizen Financial Advisors, LLC on August 27th, 2021

 

CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT?

Tags:
  • Financial Tips
  • Retirement Planning
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Alert: Washington State’s NEW Capital Gains Tax

Submitted by Kaizen Financial Advisors, LLC on August 20th, 2021

 

Overview of Tax

The Long-Term Services and Supports Trust Act (Trust Act) will not be the only new tax the state of Washington will be imposing on its residents come the new year.  It will be joined by a new capital gains tax.  Both of these new taxes become effective on January 1st, 2022.

 

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Monthly Economic Update, August 2021

Submitted by Kaizen Financial Advisors, LLC on August 19th, 2021

 

This Month’s Recap

Tags:
  • Market Analysis
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A Review of Q2 2021

Submitted by Kaizen Financial Advisors, LLC on July 20th, 2021

 

Q2 QUARTER’S RECAP

Tags:
  • Investments
  • Market Analysis
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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.

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