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Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
Home
Blog
About
Kaizerman & Associates
Contact
Subscribe
Q&A: Unused 529 Money
Q&A, Education Planning, Family Alyx Cox 9/12/23 Q&A, Education Planning, Family Alyx Cox 9/12/23

Q&A: 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…

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Q&A: Managing bank accounts following marriage
Q&A, Marriage, Family Alyx Cox 9/27/22 Q&A, Marriage, Family Alyx Cox 9/27/22

Q&A: Managing bank accounts following marriage

Question: What is the best way for newlyweds to manage bank accounts as they transition into married life?

Short answer: The most appropriate approach for managing bank finances varies from couple to couple.

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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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.