Jim Kruzan
Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm's moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm's largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions. Learn more here .
Articles by Jim Kruzan
- Retirement & Income Planning
How One Missing Policy Can Undo a Lifetime of Smart Financial Planning
Break down how this often-skipped coverage works, who it helps protect, and why so many people, even financially savvy ones, miss it.
- Money & Life
Panicking About the Market? Here’s the Calm, Strategic Play
Unpacks why volatile markets can be a gift to strategic investors who know how to capitalize on short-term fear for long-term gain. #fear #invest
- Retirement & Income Planning
5 Warning Signs DIY Retirement Planning Could Cost You Big
The clear signs it’s time to stop DIYing your retirement planning? Here are the five indicators that call for professional guidance. #Retirement
- Retirement & Income Planning
Slashing Your Biggest Bill: Smart Tax Strategies to Save More With Dylan Stewart
Does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025? #NCRetirementCenter