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Kaizen Capsules

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
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November Monthly Economic Update

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

 

IN THIS MONTH’S RECAP

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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
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October Monthly Economic Update

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

 

IN THIS MONTH’S RECAP:

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College Merit Scholarships

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

 

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Roth IRA Conversions

Submitted by Kaizen Financial Advisors, LLC on November 1st, 2019

 

If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth conversions. Converting your traditional IRA to a Roth IRA can make a lot of sense depending on your situation.

Tags:
  • Retirement Planning
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Keep Your Umbrella Handy

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

 

Have a home-based business? Have a teen driver? Consider umbrella insurance.

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Understanding Homeowners Insurance

Submitted by Kaizen Financial Advisors, LLC on October 18th, 2019

 

If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and personal property against various potential liabilities.

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A Review of Q3 2019

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

 

Q3 QUARTER’S RECAP

  • U.S. and China trade uncertainties remain but both sides indicate desire to negotiate
  • The Federal Reserve cuts short-term interest rates a quarter percent
  • Global equities experienced a fair amount volatility and ended the summer mixed

 

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How Medigap Choices Are Changing

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

 

After initially signing up for Medicare, there are two times each year that you can make changes to Medicare coverage for Parts C and D:

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Categories

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1. It’s always the right time to start making better financial decisions.

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3. We’ll help you have peace of mind, knowing your money is being invested wisely.

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