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. Kaizen Capsules

Kaizen Capsules

Perspective in the Panic

Submitted by Kaizen Financial Advisors, LLC on March 2nd, 2020

 

Back in 1987, right after the markets had experienced the famous “Black Monday” decline which took the Dow Jones Industrial Average down by 22.6%, the weekly Barron’s financial publication featured, on its cover, a suitcase with the frightened eyes of a Wall Street broker peeking out of its dark recesses, and an arm reaching out to wave a white flag.

  • Read more

Tax season recordkeeping

Submitted by Kaizen Financial Advisors, LLC on February 21st, 2020

Tax season is underway, and we have some tips for recordkeeping. You should keep track of and store your tax and other financial records to avoid delays as the filing deadline approaches. Records may include W-2 forms, canceled checks, certain receipts, and previous year returns.

Common documents

Tags:
  • Financial Tips
  • Read more

January Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on February 7th, 2020

 

 

IN THIS MONTH’S RECAP:

  • The emerging coronavirus reins in Wall Street’s bulls
  • USMCA and China Phase I trade deals make headlines
  • Strong consumer confidence continues to support the U.S. economy
  • The United Kingdom left the European Union

 

  • Read more

1099 Forms: Explaining these ubiquitous forms and their uses

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

 

If you are not already receiving 2019 tax forms, you may receive some soon. 1099 forms are sent out by banks and brokerages in January. Sometimes 1099s are restated, and you may receive an updated version in February.

Tags:
  • Financial Tips
  • Read more

2019 Economic Review

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

 

2019 RECAP

  • Federal Reserve shifts into expansionary monetary policy
  • U.S. stocks have a banner year with the S&P up 31.5%
  • Modest improvement in the U.S-China trade dispute
  • Economic data improving, reducing the probability of near-term recession

 

  • Read more

New I.R.S. Contribution Limits: Changes for 2020

Submitted by Kaizen Financial Advisors, LLC on December 13th, 2019

 

The I.R.S. increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.

Tags:
  • Retirement Planning
  • Read more

November Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on December 9th, 2019

 

IN THIS MONTH’S RECAP

  • Read more

End-of-Year Money Moves

Submitted by Kaizen Financial Advisors, LLC on November 22nd, 2019

 

What changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins.

Tags:
  • Financial Tips
  • Read more

October Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on November 8th, 2019

 

IN THIS MONTH’S RECAP:

  • Read more

College Merit Scholarships

Submitted by Kaizen Financial Advisors, LLC on November 6th, 2019

 

  • Read more
  • « first
  • ‹ previous
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • next ›
  • last »

Archived Blog

  • May 2016 (3)
  • April 2016 (1)
  • March 2016 (4)
  • January 2016 (1)
  • December 2015 (1)
  • November 2015 (3)
  • October 2015 (4)
  • September 2015 (4)
  • August 2015 (3)
  • July 2015 (4)
  • June 2015 (3)
  • May 2015 (3)
  • ‹‹
  • 7 of 8
  • ››

Categories

  • Estate Planning (3)
  • Financial Tips (32)
  • Insurance (3)
  • Investments (11)
  • Market Analysis (24)
  • Medicare (1)
  • Retirement Planning (12)
  • Social Security (1)
  • Tax Planning (9)

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 2
  • ADV 3

© 2022 Kaizen Financial Advisors, LLC. All rights reserved.

Website Design For Financial Services Professionals