Kaizerman & Associates

Kaizerman & Associates We are a fee based financial planning and wealth management firm in Natick, MA. Our personalized pla Location: 182 W.

Central Street, Suite 200, Natick, MA 01760

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, and a registered investment advisor. Additional investment advisory services, tax preparation, fixed and/or traditional insurance services offered through Kaizerman & Associates, a registered investment advisor not affiliated with Osaic Wealth, Inc.

Consistency is KEY - especially when it comes to investing. *Pro tip: set up automatic contributions for each of your fi...
10/04/2023

Consistency is KEY - especially when it comes to investing. *Pro tip: set up automatic contributions for each of your financial goals.

It is very common for people to have “leftover” assets in a 529 account - SECURE Act 2.0 introduced a new, exciting prov...
09/20/2023

It is very common for people to have “leftover” assets in a 529 account - SECURE Act 2.0 introduced a new, exciting provision that will allow people to rollover unused money into a Roth IRA beginning in 2024. While we await further clarification from the IRS around eligibility and rules, read our blog post about 4 current options for unused 529 money.

Question : What can I do with unused 529 money? Short answer : There are currently four options for unused 529 assets: retain, shift, extend, or withdraw. Long answer : Click to read…

Important tax reminder: 2 day warning!
09/13/2023

Important tax reminder: 2 day warning!

We firmly believe that education is a key component for gaining control over your financial future. As a result, we woul...
09/06/2023

We firmly believe that education is a key component for gaining control over your financial future. As a result, we would like to introduce “Learn the Lingo!” In this new series, we will define key financial planning words and phrases to help you build your knowledge and make better decisions.

Wondering how to tackle your debt? Stop losing sleep, take control, and create a plan using the 6 Rs as your guide.
08/23/2023

Wondering how to tackle your debt? Stop losing sleep, take control, and create a plan using the 6 Rs as your guide.

Your credit report is a detailed account of your creditworthiness and directly influences your three-digit credit score.
08/09/2023

Your credit report is a detailed account of your creditworthiness and directly influences your three-digit credit score.

A friendly reminder for all those age 72 and older: the deadline for 2022 Required Minimum Distributions is quickly appr...
11/16/2022

A friendly reminder for all those age 72 and older: the deadline for 2022 Required Minimum Distributions is quickly approaching!

Address

182 W Central Street, Suite 200
Natick, MA
01760

Website

Alerts

Be the first to know and let us send you an email when Kaizerman & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category