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ABCs for XYZs
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
Q&A: How do I set better financial goals?
Goal Setting, Q&A, General Financial Planning, Investments, Marriage, Family, Retirement Alyx Cox 11/29/21 Goal Setting, Q&A, General Financial Planning, Investments, Marriage, Family, Retirement Alyx Cox 11/29/21

Q&A: How do I set better financial goals?

Question: How do I set better financial goals?

Short answer: Focus on the 3 S’s in SucceSS: schedule, start, simplify.

Long answer: Click to read…

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Top 3: Home Purchase
Top 3, Family, General Financial Planning, Goal Setting, Miscellaneous Alyx Cox 2/23/21 Top 3, Family, General Financial Planning, Goal Setting, Miscellaneous Alyx Cox 2/23/21

Top 3: Home Purchase

1. Accumulate savings for a down payment, associated costs/fees, and emergency fund

2. Complete the mortgage pre-approval process

3. Peruse homes patiently

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B: Build or Bolster your emergency fund
General Financial Planning, ABCs for XYZs, Goal Setting Alyx Cox 8/12/20 General Financial Planning, ABCs for XYZs, Goal Setting Alyx Cox 8/12/20

B: Build or Bolster your emergency fund

It is imperative to set aside cash in a bank account reserved for unexpected situations. This type of cash savings is commonly called…

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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.