0
Skip to Content
ABCs for XYZs
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
ABCs for XYZs
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
4 Strategies to Increase Savings
Visual Content, General Financial Planning, Goal Setting Alyx Cox 9/6/22 Visual Content, General Financial Planning, Goal Setting Alyx Cox 9/6/22

4 Strategies to Increase Savings

Here are 4 useful strategies we recommend in order to increase your savings.

Read More
Top 3: Job Change
Top 3, Risk Management, Retirement, General Financial Planning Alyx Cox 8/4/21 Top 3, Risk Management, Retirement, General Financial Planning Alyx Cox 8/4/21

Top 3: Job Change

1. Evaluate benefits of both CURRENT and FUTURE employer

2. Review insurance coverages and prevent gaps

3. Account for your accounts

Read More
F: Focus your attention and time
ABCs for XYZs, Goal Setting, General Financial Planning Alyx Cox 12/2/20 ABCs for XYZs, Goal Setting, General Financial Planning Alyx Cox 12/2/20

F: Focus your attention and time

Time is a finite resource – there are only 24 hours in each day. Therefore, it is important to focus time and attention carefully, especially regarding finances.

Read More
E: Empower yourself financially
ABCs for XYZs, Goal Setting, General Financial Planning Alyx Cox 11/11/20 ABCs for XYZs, Goal Setting, General Financial Planning Alyx Cox 11/11/20

E: Empower yourself financially

Talking about money makes many people feel uncomfortable - the topic is considered taboo within our culture. As a result…

Read More
D: Dedicate dollars to your goals
ABCs for XYZs, Retirement, Investments, General Financial Planning, Goal Setting Alyx Cox 10/28/20 ABCs for XYZs, Retirement, Investments, General Financial Planning, Goal Setting Alyx Cox 10/28/20

D: Dedicate dollars to your goals

Financial goals range in size and timeframe. While it may feel necessary to choose which goals to prioritize, the appropriate course of action is…

Read More
C: Contribute for your employer match
ABCs for XYZs, Retirement, Investments, General Financial Planning Alyx Cox 10/14/20 ABCs for XYZs, Retirement, Investments, General Financial Planning Alyx Cox 10/14/20

C: Contribute for your employer match

As an employee for a company, one of the potential benefits offered is a retirement plan. A retirement plan provides the opportunity to save…

Read More

Sign up with your email address to receive news and updates.

Thank you!

Kaizerman & Associates • 182 West Central Street, Suite 200, Natick, MA 01760 • (508) 647-0830

www.kaizerman.com • acox@osaicwealth.com • mkaizerman@osaicwealth.com • mwaclawsky@osaicwealth.com

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK
Osaic Wealth Form CRS

Form ADV Privacy Policy

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Kaizerman & Associates. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of California, Florida, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Alyx M. Cox and Meghan F. Waclawsky are investment adviser representatives under Kaizerman & Associates and Osaic Wealth, Inc.. As such, these services are strictly intended for individuals residing in Massachusetts.

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.. Mark H. Kaizerman, Alyx M. Cox, and Meghan F. Waclawsky are investment advisers representatives under Kaizerman & Associates and Osaic Wealth, Inc., registered investment advisors offering advisory services in Massachusetts. As such, these investment advisory services are strictly intended for individuals residing in Massachusetts.

IMPORTANT CONSUMER INFORMATION

A broker-dealer "BD", investment adviser "IA", a BD agent of IA representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA representative, as appropriate. Follow-up, individualized reponses to persons in a state by such form or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an application exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.