What You Need to Know Before Filing Your Form 1099 Taxes
Tax season is here, and it’s time to start filing your tax return before the tax filing deadline of April 15th. However, it’s important to do your research to understand…
We’ve rebranded Elliott Financial Group, Inc
Elliott Financial Group has been rebranded to Kaizen Wealth Management Group.
Kaizen (kai·zn) is a Japanese term meaning “Change for the Better” or “Continuous Improvement”.
We’ve updated our company brand because we believe so strongly in continuous improvement in all things related to your financial success. We are still offering the same exceptional level of service, and believe our updated brand will act as a guiding principle to allow us to continue changing for the better. Please contact us if you have any questions.
— Todd Elliot
Explore our latest resources.
The Three Biggest Investing Mistakes
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Understanding the Difference Between Term and Whole Life Insurance
There are many different types of insurance options available to retirees. While every insurance option can play an important role in your overall retirement plan, life insurance is perhaps one…
Investing: How to Start and When to Seek Help
Are you considering investing your money but don’t know where to start? From stocks to mutual funds to a properly diversified investment portfolio…investing can be an intimidating prospect, but with the…
What’s a Retirement Evaluation and Why Do You Need One
A retirement evaluation is a very important step in the retirement planning process. It helps you understand your current financial situation and assists you in developing a plan to have…
Should I Continue Investing in My 401k?
As a Recession Looms Many Question Their Retirement Decisions 72% of Economists Predict a Recession Next Year — If We’re Not Already in One. If you’re like most people, you…
The Impact of Taxes on Your Estate
When most people think of the word “estate,” they think of a large house on acres of land. However, the legal definition of an estate is much more complicated than…
Investing 101: Learning Investment Basics
Understanding the basics of investing, stocks and bonds before getting started Many investors choose to let financial professionals manage their money in exchange-traded funds and mutual funds. However, some people…
Do You Have a Retirement Plan?
Understanding the retirement planning process and how to succeed at it For many of us, the word “retirement” conjures up images of a leisurely life spent golfing, gardening, and traveling. But…
Crypto vs. Stocks: Which is Better?
From how they work to how to invest: crypto and stocks When it comes to investing, there are a lot of options out there. You can invest in stocks, bonds, real…
What is Estate Planning?
Understanding estate planning and how to create an estate plan that works for you Estate planning is the process of organizing your financial affairs so your assets can be distributed…
What is Tax-Free Income
Understanding the different types of tax-free income that can help you meet retirement goals For many people, the thought of retirement conjures up images of long days spent relaxing on the…