Next week we have our end of the month review and the Newsletter hits mailboxes …two Videos … better get started now ! But First… let’s finish this week….
Tax Fraud Update
We are now up to over 9 instances of tax related fraud. Good news is that no one has had ANY harm, only inconveniences. We are amazed at the volume of attempts. One item we may point out, there are a large amount of repeat offenses. If you had trouble last year, be on careful watch. If you have not had any prior issues…. Keep that guard up !
April Fools Friday
Our vocal venue is fun and we do try to make it entertaining, but our subject matter is too serious (maybe we are too much of nerds -haha) there will be no April fools here …. That does not clear you from everyone else today….so watch out, and have fun!
Have a Happy Friday !
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth