As a financial advisor we drink the EXACT same cool aid we have for clients … Same investments, same conservative philosophy, long-term thinking, tax strategies, generally optimistic, but skeptical when necessary … and well … I guess the same identity theft some have experienced lately!
On Tuesday of this week, I was notified by the IRS by mail, not just once, but two lovely envelopes, stating someone was trying to file taxes (not me) and there was a conflict. (Nothing associated with the office, all info from my home/personal address)
Ahhhh, but today is a Friday and I am on the road for a short but fun trip out-of-town and back. Do not forget to spend time with those special in your life … Talk to you next week!
Get back cyber criminals!
John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225