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Kaizen Capsules

What Should You Keep

Submitted by Kaizen Financial Advisors, LLC on February 4th, 2019

 

Even with less itemizing, there are still tax documents you want to retain for years to come.  With the start of the tax season, we thought it would be prudent to send out a refresher on what documents to keep and for how long and when and what you can discard.

 

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Long Term Care Costs

Submitted by Kaizen Financial Advisors, LLC on January 25th, 2019

 

How much do you really know about long term care?  Here are some eldercare facts and eldercare myths for you to consider.

 

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2018 In Review

Submitted by Kaizen Financial Advisors, LLC on January 11th, 2019

 

To say that 2018 was a year of ups and downs would be an understatement!  Here is a look at where we started and how we ended the year along with the details on what

 

THE MAJOR THEMES OF 2018

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Volatility is Back

Submitted by Kaizen Financial Advisors, LLC on December 28th, 2018

 

Summary of this week’s letter:

  • Volatility is up and likely to persist
  • Market downturns are frequent and common
  • How we invest to weather all market conditions
  • Reiterating the case for international exposure

 

Volatility Continues

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November Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on December 7th, 2018

 

For those of you interested in the details of the economy, here’s November’s monthly economic report.

 

November recap:

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Tax Strategies to Maximize Your Wealth

Submitted by Kaizen Financial Advisors, LLC on December 7th, 2018

 

Tags:
  • Financial Tips
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New Contribution Limits

Submitted by Kaizen Financial Advisors, LLC on November 16th, 2018

 

The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2019. Here is a quick look at the changes.

 

Tags:
  • Financial Tips
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November Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on November 9th, 2018

 

For those of you interested in the details of the economy, here's November’s monthly economic report.

Oct recap:

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Mid-Terms and the Markets

Submitted by Kaizen Financial Advisors, LLC on November 2nd, 2018

 

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What's Behind the Recent Market Sell-Off?

Submitted by Kaizen Financial Advisors, LLC on October 22nd, 2018

 

 

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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: contactus@kaizenfa.com

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