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Kaizerman & Associates
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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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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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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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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.