Tag Archives: Financial Goals

Mass Affluent Shift from Brokers to Independent Planners

By Kaizen Wealth Managment | Published: October 15, 2009
For the first time ever, the number of mass affluent investors who are choosing independent financial planners is on par with those using full-service brokers, according to a new report from the Spectrem Group. In its report, “Mass Affluent Investor 2009,” the Spectrem Group found that the number of mass affluent households using full-service brokers as [...]
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Two-Thirds Don’t Have a Financial Plan

By Kaizen Wealth Managment | Published: September 25, 2009
Despite increasing pressure to slash debt and rebuild retirement funds, nearly two-thirds of consumers do not have a written financial plan, according to the 2009 National Consumer Survey on Personal Finance. The survey, released today by the Certified Financial Planner Board of Standards, found that 64% of respondents do not have a written financial plan in [...]
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Now May Be a Good Time to Transfer Your Old 401K Plan(s)

By Kaizen Wealth Managment | Published: June 25, 2009
Leaving your money in an old, forgotten 401(k) could be a losing proposition.  Hidden fees, limited investment options and a likely unbalanced asset allocation can plague your retirement plan(s).  If you are like many people, you’ve had many jobs over your career and left retirement-plan assets scattered about. Consolidating these plans and investments can help: rebalance your asset allocation expand [...]
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It’s All about Discipline

By Kaizen Wealth Managment | Published: February 25, 2009
You don’t have to be a genius to be a successful investor.  Warren Buffet once said, “Success in investing doesn’t correlate with IQ once you’re above the level of 25.  Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.”  It’s true [...]
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