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Kaizen Capsules

Retirement In Sight, June 2021

Submitted by Kaizen Financial Advisors, LLC on June 18th, 2021

 

COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES?

Tags:
  • Retirement Planning
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Monthly Economic Update, June 2021

Submitted by Kaizen Financial Advisors, LLC on June 11th, 2021

 

This Month’s Recap

  • Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure
  • Emerging inflation dampened investor optimism and weighed on the stock market
  • A pick-up in vaccination efforts in Europe led to broad global gains

 

Tags:
  • Market Analysis
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New Payroll Tax in Washington State

Submitted by Kaizen Financial Advisors, LLC on May 21st, 2021

 

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A Review of Q1 2021

Submitted by Kaizen Financial Advisors, LLC on April 12th, 2021

 

 

Q1 QUARTER’S RECAP

  • U.S. economic growth gains traction as vaccination rollout picks up speed
  • $1.9 trillion fiscal relief bill passes
  • Stocks higher, but questions about where they go from here linger

 

 

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I.R.S. Delays Tax Filing, Payment Deadlines

Submitted by Kaizen Financial Advisors, LLC on March 26th, 2021

 

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3

 

Tags:
  • Tax Planning
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Monthly Economic Update, March 2021

Submitted by Kaizen Financial Advisors, LLC on March 16th, 2021

 

This Month’s Recap

  • Decreasing COVID-19 infections and evidence of economic recovery lifted stocks
  • Rising Yields fuels sector rotation
  • U.S. Dollar appreciated over 2% year-to-date

U.S. Markets

Tags:
  • Investments
  • Market Analysis
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Monthly Economic Update, February 2021

Submitted by Kaizen Financial Advisors, LLC on February 12th, 2021

 

This Month’s Recap

  • Stocks were mixed in January
  • Slow vaccine distribution prolonging economic recovery
  • The short squeeze had investor’s attention
  • Housing starts increased by 5.8%

 

U.S. Markets

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How to Prepare for Tax Season

Submitted by Kaizen Financial Advisors, LLC on January 29th, 2021

 

In this article, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this is for informational purposes only and is not a replacement for professional advice, so make sure to consult your Kaizen Advisor, tax, legal, and accounting professionals before modifying your strategy.

 

Tags:
  • Financial Tips
  • Tax Planning
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2020 Economic Review

Submitted by Kaizen Financial Advisors, LLC on January 15th, 2021

 

2020 RECAP

  • The pandemic sends the economy and financial markets reeling
  • Congress passes $2 trillion economic stimulus bill
  • The global economy stumbles, but adopt several important trade agreements
  • Vaccines emerge as the stock market ends the year at record levels

 

Tags:
  • Market Analysis
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Highlights of the New Stimulus Package

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

 

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees.

 

Here's a quick recap of five key highlights:

 

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  • Financial Tips
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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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Email: liz@kaizenfa.com

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