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Kaizen Capsules

RMD Return

Submitted by Kaizen Financial Advisors, LLC on July 31st, 2020

 

In an effort to minimize the economic fallout of the COVID-19 pandemic, the government is not requiring you to take an RMD from your IRA or inherited IRA accounts this year. For those who took RMD earlier in the year, the IRS is now allowing you to repay that RMD back into your IRA. This allows additional time for investments to grow tax deferred.

 

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Record-Low Mortgage Rates

Submitted by Kaizen Financial Advisors, LLC on July 24th, 2020

 

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  • Financial Tips
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Advance Directives in the Pandemic

Submitted by Kaizen Financial Advisors, LLC on July 17th, 2020

 

The coronavirus pandemic has shown a spotlight on healthcare for the elderly, who are the most prone to dying from the disease.  And that, in turn, has brought renewed attention to what may be the most overlooked part of a person’s (elderly or not) estate plan: the advance directives.

 

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  • Estate Planning
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Q2 Economic Update

Submitted by Kaizen Financial Advisors, LLC on July 10th, 2020

 

Q2 Quarterly Recap

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  • Market Analysis
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Federal Student Loan Relief

Submitted by Kaizen Financial Advisors, LLC on July 3rd, 2020

 

Are you or someone you know currently making federal student loan payments? In light of the

COVID-19 pandemic, some welcome relief has been implemented for federal student loan payments.  

 

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July 15th Tax Filing Deadline Approaching

Submitted by Kaizen Financial Advisors, LLC on June 26th, 2020

 

Don’t forget taxpayers have until July 15th to file their 1040 form and July 15th is the deadline to pay any federal taxes owed for 2019.

 

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  • Financial Tips
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Before You Claim Social Security

Submitted by Kaizen Financial Advisors, LLC on June 19th, 2020

 

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

   

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  • Retirement Planning
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Retirement In Sight

Submitted by Kaizen Financial Advisors, LLC on June 12th, 2020

 

YOU MIGHT SPEND LESS – LATER IN RETIREMENT

A 2019 whitepaper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend to spend less as they age.

 

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Monthly Economic Update, June 2020

Submitted by Kaizen Financial Advisors, LLC on June 5th, 2020

 

 

In recent days, we have watched as outraged and frustrated protestors spilled out into the streets of American cities. Across our communities, unhealed wounds have been brought vividly to our attention once again.

 

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  • Market Analysis
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What if You Missed the Best Five Days?

Submitted by Kaizen Financial Advisors, LLC on May 29th, 2020

 

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try and time the market.

 

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  • 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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