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Rank your Net Worth and Income

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2019

 

I thought you may find this wealth calculator interesting. It is part of a New York Times series Are You Rich?, and ranks both your income and your wealth based on data collected by the US Census Bureau1,2.

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Mutual Funds vs. ETFs

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

 

The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and instruments.1

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August Monthly Economic Update

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

 

IN THIS MONTH’S RECAP:

  • Stocks lose ground as trade tensions continue and the Chinese yuan is devalued
  • Consumer confidence remains high easing some economic slowdown fears
  • Bonds rally, causing yields to fall

 

THE MONTH IN BRIEF

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August Retirement in Sight

Submitted by Kaizen Financial Advisors, LLC on August 30th, 2019

 

THINKING ABOUT LEAVING WORK A LITTLE EARLY?

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Trends in Charitable Giving

Submitted by Kaizen Financial Advisors, LLC on August 27th, 2019

 

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more than $400 billion in the history of the report.1

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  • Financial Tips
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What the SECURE Act Could Mean for Retirement Plans

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

 

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives.

 

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Stay the Course in Volatility

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

 

During the past week, stock prices dropped sharply on fears the trade dispute between the U.S. and China had escalated.

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A Review Of Q2 2019

Submitted by Kaizen Financial Advisors, LLC on July 26th, 2019

 

IN THIS QUARTER’S RECAP:

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July Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on July 5th, 2019

 

IN THIS MONTH’S RECAP:

  • Equity markets hit all-time highs while treasury yields continue to drop
  • US announces a pause on additional near-term tariff increases
  • The Fed signals a willingness to lower interest rates as economy shows signs of slower growth ahead

 

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June Retirement in Sight

Submitted by Kaizen Financial Advisors, LLC on June 28th, 2019

 

 

CAN YOU STAY ON A COMPANY HEALTH PLAN AFTER AGE 65?

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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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