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Unemployment Fraud Plagues Unemployment Systems

Submitted by Kaizen Financial Advisors, LLC on May 22nd, 2020

 

 

Washington State appears to be the primary target of recent attacks on the unemployment insurance system across the country.

 

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  • Financial Tips
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Details on the Tax Deadline Extension

Submitted by Kaizen Financial Advisors, LLC on May 15th, 2020

 

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, as you may already be aware, they reset the federal tax deadline. We all have until July 15th  to file our 1040 form. July 15th is also the deadline to pay any federal taxes owed for 2019.1

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A Review of Q1 2020

Submitted by Kaizen Financial Advisors, LLC on May 4th, 2020

 

Q1 Quarter’s Recap

  • COVID-19 hits the United States and the markets tumble
  • Many businesses close their doors in effort to “flatten the curve”
  • The Fed lowers rates and takes other actions to help support the economy
  • Congress passes the CARES Act in response

 

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  • Market Analysis
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From Peak Oil to Negative Oil

Submitted by Kaizen Financial Advisors, LLC on April 23rd, 2020

 

 

If somebody had told you 15 years ago when oil prices were rising above $150 a barrel that oil producers would be paying storage companies to take oil off their hands, what would you have said?  For that matter, what would you have said if somebody had told you these things a month ago?

 

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Market Decline

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

 

We witnessed an extraordinary move in the financial markets on Monday, March 9.

 

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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.

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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

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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

 

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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.

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  • Financial Tips
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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

 

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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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