Insurance Options for Retirees
Have you sufficiently planned for insurance during retirement? When considering retirement, many people tend to focus on savings, investments and other financial vehicles that will provide a living wage in…
Kaizen Wealth Management Group
Insurance Resources.
We would love to meet with you to understand your unique retirement goals.
Latest Resources on Insurance
What is An Annuity?
A common question to a traditionally older retirement investment. What is an annuity? Why are annuities popular again? Two popular google searches that come up relatively quickly. But while…
Tax Savings Tips for Retirement: How to Keep More of Your Money
Rather than waiting until you’ve fully retired and need to start chipping away at your nest egg, the time to start thinking about your taxes is now. By making a few adjustments to the way you save and spend, you can reduce the amount of taxes you’ll owe in retirement.
A Crash Course in Dividend Paying Stocks
If you’re looking for a way to secure your financial future, dividend paying portfolios might be the right option for you! In this article, we’ll discuss what dividends are, why they are important, and how to find the best dividend stocks.
Make sense of your financial planning
Use Simplicitree® to discover your shortfall, and we will show you how to solve it.
Simplicitree® is a unique financial planning tool that helps you verify which retirement strategies are in your best interest, allowing you to make smarter financial decisions.
Generate your free Retirement Report
Simplicitree® Quick Plan.