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      Kaizen Wealth Management Group

      Kaizen Wealth Management Group
      About the Author

      Kaizen (kai·zn) is a Japanese term meaning “Change for the Better” or “Continuous Improvement”.

      Our wealth management team believes in continuous improvement in all things related to your financial freedom and retirement solution. Contact our team today to see the difference we make in our client’s lives.

      Building and preserving your personal wealth requires specialized attention.

      You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

      There’s no time like the present to start planning your financial future. If you’re ready to start planning for your retirement years, call me first. Don’t wait until it is too late. I’ll help you make sure your retirement years are nothing but smooth sailing ahead.

      What You Need to Know Before Filing Your Form 1099 Taxes

      Tax season is here, and it’s time to start filing your tax return before the tax filing deadline of April 15th. However, it’s important to do your research to understand…

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      The Three Biggest Investing Mistakes

      Most of us understand the importance of personal finance, and investing can be a great way to build your nest egg and set yourself up for long-term financial security. However,…

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      Understanding the Difference Between Term and Whole Life Insurance

      There are many different types of insurance options available to retirees. While every insurance option can play an important role in your overall retirement plan, life insurance is perhaps one…

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      Investing: How to Start and When to Seek Help

      Are you considering investing your money but don’t know where to start? From stocks to mutual funds to a properly diversified investment portfolio…investing can be an intimidating prospect, but with the…

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      What’s a Retirement Evaluation and Why Do You Need One

      A retirement evaluation is a very important step in the retirement planning process. It helps you understand your current financial situation and assists you in developing a plan to have…

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      Should I Continue Investing in My 401k?

      As a Recession Looms Many Question Their Retirement Decisions 72% of Economists Predict a Recession Next Year — If We’re Not Already in One. If you’re like most people, you…

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      The Impact of Taxes on Your Estate

      When most people think of the word “estate,” they think of a large house on acres of land. However, the legal definition of an estate is much more complicated than…

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      Investing 101: Learning Investment Basics

      Understanding the basics of investing, stocks and bonds before getting started Many investors choose to let financial professionals manage their money in exchange-traded funds and mutual funds. However, some people…

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      Do You Have a Retirement Plan?

      Understanding the retirement planning process and how to succeed at it For many of us, the word “retirement” conjures up images of a leisurely life spent golfing, gardening, and traveling. But…

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      Crypto vs. Stocks: Which is Better?

      From how they work to how to invest: crypto and stocks When it comes to investing, there are a lot of options out there. You can invest in stocks, bonds, real…

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