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Retirement Planning

WA Cares LTC Update

Submitted by Kaizen Financial Advisors, LLC on July 22nd, 2022

 

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  • Insurance
  • Retirement Planning
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Retirement In Sight, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 25th, 2022

 

 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

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  • Estate Planning
  • Retirement Planning
  • Tax Planning
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WA Cares Fund Update

Submitted by Kaizen Financial Advisors, LLC on February 18th, 2022

 

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  • Insurance
  • Retirement Planning
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2022 Contribution Limits

Submitted by Kaizen Financial Advisors, LLC on December 3rd, 2021

 

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022.

 

Key Changes:

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  • Financial Tips
  • Retirement Planning
  • Tax 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?

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  • Financial Tips
  • Retirement Planning
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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?

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  • Retirement Planning
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2021 Limits for IRAs, 401(k)s and More

Submitted by Kaizen Financial Advisors, LLC on October 30th, 2020
 
 

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

 

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  • Financial Tips
  • Retirement Planning
  • Tax Planning
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The Social Security Administration Announces 2021 COLA

Submitted by Kaizen Financial Advisors, LLC on October 23rd, 2020

 

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  • Retirement Planning
  • Social Security
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Medicare Annual Election Period Approaching

Submitted by Kaizen Financial Advisors, LLC on October 2nd, 2020

 

 

This is a friendly reminder that for those 65 and older and certain younger people with disabilities, the Medicare annual open enrollment period for Medicare Advantage and Medicare Prescription Drug coverage is almost upon us. The enrollment takes place from October 15 to December 7.

 

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  • Medicare
  • Retirement Planning
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Before You Claim Social Security

Submitted by Kaizen Financial Advisors, LLC on June 19th, 2020

 

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

   

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