Kaizen Capsules

In this Q3 recap:

• Trade Disputes Continue
• U.S. stocks rise over 7%
• Foreign investors worry about tariffs
• Wages rise and unemployment declines

THE QUARTER IN BRIEF

For those of you interested in the details of the economy, here's October’s monthly economic report.

Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.

For those of you interested in the details of the economy for the last month, here’s August’s detailed report.

In this monthly recap:

For those of you interested in the details of the economy for the last month, here’s July’s detailed report.

For those of you interested in the details of the economy for the last month, here’s June’s detailed report.

Here is our monthly news and information for current and future retirees

Would You Pay More for a Better Employee Retirement Plan?

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.   

Here are a few thoughts for our current and future retirees…

What That First Year of Retirement May Teach You

Let’s take a look at what happened from January through March.