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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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Q&A: What does a financial advisor do?
Goal Setting, Family, Q&A, General Financial Planning Alyx Cox 9/1/21 Goal Setting, Family, Q&A, General Financial Planning Alyx Cox 9/1/21

Q&A: What does a financial advisor do?

Question: What does a financial advisor do?

Short answer: A financial advisor helps clients achieve financial goals.

Long answer: Click to read…

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Q&A: Financial Advice
Goal Setting, Family, Investments, General Financial Planning, Retirement, Q&A Alyx Cox 7/7/21 Goal Setting, Family, Investments, General Financial Planning, Retirement, Q&A Alyx Cox 7/7/21

Q&A: Financial Advice

Question: What do you think about (insert miscellaneous financial advice) from my dad/friend/influencer/television personality/stranger?

Short answer: It depends.

Long answer: Click to read…

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529 College Savings Plans
Visual Content, Education Planning, Family Alyx Cox 5/28/21 Visual Content, Education Planning, Family Alyx Cox 5/28/21

529 College Savings Plans

Curious about 529 College Savings - review our introduction.

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Q&A: Education Savings
Education Planning, Goal Setting, Family, Investments, Marriage, Q&A Alyx Cox 4/29/21 Education Planning, Goal Setting, Family, Investments, Marriage, Q&A Alyx Cox 4/29/21

Q&A: Education Savings

Question: Should I save for my child’s education if someone else (such as their grandparents) told me they plan to cover the cost?

Short answer: Yes. Save and save on a regular basis.

Long answer: Click to read…

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Top 3: Engagement
Top 3, Goal Setting, Family, Marriage Alyx Cox 3/31/21 Top 3, Goal Setting, Family, Marriage Alyx Cox 3/31/21

Top 3: Engagement

1. Speak openly and honestly about finances

2. Open a joint bank account

3. Create common financial goals, while still making progress with personal goals

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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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Top 3: New Baby
Family, Education Planning, Estate Planning, Risk Management, Top 3 Alyx Cox 12/30/20 Family, Education Planning, Estate Planning, Risk Management, Top 3 Alyx Cox 12/30/20

Top 3: New Baby

1. Complete or update Estate Planning

2. Review risk management program

3. Set up 529 college savings plan

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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.

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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…

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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…

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A: Align your resources and lifestyle
General Financial Planning, Goal Setting, ABCs for XYZs Alyx Cox 8/6/20 General Financial Planning, Goal Setting, ABCs for XYZs Alyx Cox 8/6/20

A: Align your resources and lifestyle

This tip typically elicits laughter (and the occasional eye roll), but while it sounds simple, it is not always easy to execute. Your financial well-being depends greatly…

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Back to Basics: Financial Planning ABCs for Generations X, Y & Z
ABCs for XYZs, General Financial Planning, Goal Setting, Retirement Alyx Cox 8/5/20 ABCs for XYZs, General Financial Planning, Goal Setting, Retirement Alyx Cox 8/5/20

Back to Basics: Financial Planning ABCs for Generations X, Y & Z

As member of the XYZs, I understand the unique opportunities and challenges we face around financial planning. We place high value on ease and convenience – seeking education…

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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.