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Kaizen Capsules

Kaizen Team | Oct 15, 2024

Kaizen 2024 Q3 Market Review

Market Review
Stocks
World Market
Economy
Investments
The third quarterly market update is collaboratively produced with East Bay Investment Solutions. Market overview, highlighting major indices and significant
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Kaizen Team | Sep 28, 2024

The Fed's Bold 0.50% Rate Cut

Federal Government
Interest Rates
At its September meeting, the Fed cut short-term interest rates by 0.50%, which unsettled some who thought Fed officials would be more cautious with monetary
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Kaizen Team | Sep 19, 2024

2025 Social Security Projected Increase

Social Security
Inflation
COLA
Retirement
The Social Security Administration is scheduled to announce the official 2025 benefits increase on October 10. But don’t expect the final number to change much
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man in black and white striped shirt beside woman in black and white stripe shirt by Chewy courtesy of Unsplash.
Kaizen Team | Sep 11, 2024

Changing Choice: Are More Women Opting Out of Parenthood?

Women
Expenses
Statistics
Children
The decision to have children has become a significant societal discussion. Are women today opting out of parenthood more than in previous generations?
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Kaizen Team | Aug 23, 2024

The Road to Women's Suffrage Began in Washington State

Women
Voting
Election
Women's Rights
Over 100 years after the 19th Amendment granted women the vote, meet the Pacific Northwest activists who ignited the effort
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Kaizen Team | Aug 15, 2024

Causes and Consequences of Gloom and Doom

Economy
Employment
Politics
Election
When it comes to the state of the economy, it seems clear that Americans are harboring too negative a view. In the short run, this misapprehension may not lead
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Kaizen Team | Aug 2, 2024

RMDs - Untangling the IRS’s New Regulations

IRA
Investments
Retirement
RMD
New final rules resolve a major point of uncertainty for inherited IRA beneficiaries. Here's what you need to know.
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Kaizen Team | Jul 25, 2024

Kaizen 2024 Q2 Market Review

Market Review
Stocks
World Market
Economy
Investments
The second quarterly market update is collaboratively produced with East Bay Investment Solutions, one of our key strategic partners in investment strategies
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Kaizen Team | Jul 24, 2024

Scammers Seek CrowdStrike Opportunity

Fraud
Current Events
People posing as airline customer service representatives may be making fraudulent attempts to access your money or private data, experts warn.
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Kaizen Team | Jul 19, 2024

Older Cars, Thriftier Drivers

Saving Money
Economy
Are you someone who trades in their car every few years for the latest model, or do you drive your vehicle until the wheels fall off? Discover why 45% of cars
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Kaizen Team | Jun 25, 2024

Holding a Concentrated Stock Position - Risk & Reward?

Stocks
Investments
Portfolio
Risk Management
The allure of a stock that skyrockets in value can be intoxicating. However, holding a large position in a single company, a concentrated stock position
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Social Security Analysis Services | Kaizen Financial Advisors
Kaizen Team | Jun 18, 2024

Social Security ~ What Same-Sex Couples Need to Know

Social Security
LGBTQ+
Couples
Marriage
Understanding your Social Security benefits is essential for everyone, but it's especially important for those in same-sex marriages.
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Our Office

4030 Lake Washington Blvd NE,
Suite 308,
Kirkland, WA  98033

Contact Us

E: KaizenTeam@kaizenfa.com
P: 425-321-5800

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

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