Kaizen Financial, Inc.

10/26/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

A deferred compensation plan can help you pay for retirement and other major expenses.

10/25/2026

RMD Strategy: How Early Withdrawals Could Lower Future Taxes

Harvest Time for Your Retirement Savings | Own Your Retirement Ep 82

Full Episode: https://youtu.be/2wuiPAJ0lN4

10/24/2026

Retirement’s First 5 Years: Prepare for a Market Downturn

Harvest Time for Your Retirement Savings | Own Your Retirement Ep 82

Full Episode: https://youtu.be/2wuiPAJ0lN4

10/23/2026

Retirement Withdrawal Rate: Could Flexible Spending Start at 6%?

Harvest Time for Your Retirement Savings | Own Your Retirement Ep 82

Full Episode: https://youtu.be/2wuiPAJ0lN4

10/23/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (586) 752-7008.

10/22/2026

Retirement Confidence Falls: What’s Driving Americans’ Worries?

Harvest Time for Your Retirement Savings | Own Your Retirement Ep 82

Full Episode: https://youtu.be/2wuiPAJ0lN4

10/21/2026

Here’s a look at the places in the U.S. that have the most senior citizens.

Here’s a look at the places in the U.S. that have the most senior citizens.

10/20/2026

The ten years that deserve extra attention.

10/19/2026

Traveling can be fun at any age. You just need a little preparation.

Traveling can be fun at any age. You just need a little preparation.

10/18/2026

Social Security Surprises: Avoid Healthcare & Care Costs

Retirement Campfire Tales and How to Plan for Them | Own Your Retirement Ep 81

Full Episode: https://youtu.be/WgjCgoxEXqY