February 2020

Tax season recordkeeping

Submitted by Kaizen Financial Advisors, LLC on February 21st, 2020

Tax season is underway, and we have some tips for recordkeeping. You should keep track of and store your tax and other financial records to avoid delays as the filing deadline approaches. Records may include W-2 forms, canceled checks, certain receipts, and previous year returns.

Common documents

January Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on February 7th, 2020

IN THIS MONTH’S RECAP:

The emerging coronavirus reins in Wall Street’s bulls
USMCA and China Phase I trade deals make headlines
Strong consumer confidence continues to support the U.S. economy
The United Kingdom left the European Union

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1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

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February 2020

Contact Us

Why hire us now? Three simple reasons: