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The Social Security Administration Announces 2022 COLA

Submitted by Kaizen Financial Advisors, LLC on October 14th, 2021

 

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A Review of Q3 2021

Submitted by Kaizen Financial Advisors, LLC on October 8th, 2021

 

Q3 QUARTER’S RECAP

  • U.S. economic growth slows in the face of Delta variant headwind
  • Europe’s economic outlook remains positive
  • Stocks retreat from record highs; confront a bevy of challenges

 

Tags:
  • Financial Tips
  • Investments
  • Market Analysis
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Washington Cares Fund - Exemption Details

Submitted by Kaizen Financial Advisors, LLC on September 24th, 2021

 

The window to begin exempting yourself from Washington’s Long-Term Care Tax is quickly approaching. The Washington State Employment Security Department (ESD) will begin accepting applications for exemption on October 1, 2021. Please review the steps to apply for exemption below.

Tags:
  • Financial Tips
  • Insurance
  • Tax Planning
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Young Adult Power of Attorney

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2021

 

 

In Case of Emergency: What Every Parent Should Know

When your child turns 18, there can be an abrupt loss of legal power for parents.  Even if you are providing financial support, your child transforms into an adult in the eyes of the law.

 

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  • Estate Planning
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Retirement In Sight, August 2021

Submitted by Kaizen Financial Advisors, LLC on August 27th, 2021

 

CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT?

Tags:
  • Financial Tips
  • Retirement Planning
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Alert: Washington State’s NEW Capital Gains Tax

Submitted by Kaizen Financial Advisors, LLC on August 20th, 2021

 

Overview of Tax

The Long-Term Services and Supports Trust Act (Trust Act) will not be the only new tax the state of Washington will be imposing on its residents come the new year.  It will be joined by a new capital gains tax.  Both of these new taxes become effective on January 1st, 2022.

 

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Monthly Economic Update, August 2021

Submitted by Kaizen Financial Advisors, LLC on August 19th, 2021

 

This Month’s Recap

Tags:
  • Market Analysis
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A Review of Q2 2021

Submitted by Kaizen Financial Advisors, LLC on July 20th, 2021

 

Q2 QUARTER’S RECAP

Tags:
  • Investments
  • Market Analysis
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Retirement In Sight, June 2021

Submitted by Kaizen Financial Advisors, LLC on June 18th, 2021

 

COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES?

Tags:
  • Retirement Planning
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Monthly Economic Update, June 2021

Submitted by Kaizen Financial Advisors, LLC on June 11th, 2021

 

This Month’s Recap

  • Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure
  • Emerging inflation dampened investor optimism and weighed on the stock market
  • A pick-up in vaccination efforts in Europe led to broad global gains

 

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

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