Skip to main content
menu

T | (425) 321-5800 Schedule a Meeting

  • Home
  • About
    • Our Team
    • Why Kaizen
    • Strategic Alliances
    • Our Process
    • What Fiduciary Means
    • Who We Serve
    • Events
  • Our Services
  • Resources
    • Kaizen Capsules
      • Tariff Tantrum: Staying Grounded Amid Market Noise
    • Financial Calculators
    • Useful Links
    • Charles Schwab Login- Schwab Alliance
    • Kaizen Client Portal
  • Contact
  • Layoff Details

Kaizen Capsules

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.
Read More
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
Read More
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.
Read More
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
Read More
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
Read More
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.
Read More
Is College Worth It? | Kaizen Financial Advisors Washington
Kaizen Team | Jun 7, 2024

Is College Worth It?

College
Economy
Education
Employment
Salary

While many Americans question the value of a four-year college degree, economic outcomes for young adults without a degree have improved over the last 10 years

Read More
Has U.S. Inflation Come Down? | Kaizen Financial Advisors
Kaizen Team | Jun 5, 2024

Has U.S. Inflation Come Down? Here's What You Need to Know

Economy
Conspiracy Theories and Disinformation
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Kaizen Team | Apr 5, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
A brain surrounded by circles representing brain waves
Kaizen Team | Apr 5, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Women Make Better Investors | Kaizen Financial Advisors WA
Kaizen Team | Apr 5, 2024

Why Women Make Better Investors than Men

Finance
Investments
When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3

Our Office

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

Contact Us

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

   

Get in Touch

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.

 

Legal, privacy, copyright and trademark information  |  Our Standards of Conduct   |  Privacy Policy  |  ADV 3  |  ADV 2 

© 2025 Kaizen Financial Advisors, LLC All rights reserved.