Each year the IRS publishes their top dozen tax scams, here in our post we cover all dirty dozen tax scams to be aware.
Our top three are their first three-
Phishing
Phone Scams
Identity Theft
Which are the ones we see most frequently!
For the record, we have seen way less this year than in years past!
Choose Beneficiaries Carefully Part II
Here in our Part II beneficiary post, we discuss the two most common types of designations you will likely see on Beneficiary paperwork, Per Stirpes (flows to heirs, irregardless of survivors) and ProRata (funds only to survivors) and once again as a reminder that Beneficiary language will over ride Wills and other types of Estate Planning documents – choose carefully!
Capital Market Comments –
Inverted Yield Curve
Here we spoke of the three hour inverted yield curve in a Break In abbreviated post. As an update, the yield curve has been inverted most of this week, making is a TRUE inversion.
We will have a detailed review soon, but again the importance of this event is the recession signaling prowess.
All recessions are not equal, and we highly suspect the next one will be a shallow one, but our radars are up.
Have a Great Day – Talk to you at the end of March!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
Background
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.
$treet-¢ents 
March 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale
Break in Reminder for our Social Security Event
Saturday April 27th at 10 am and Dallas Athletic Club
Hello and Welcome to our March 2019 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format as well as Video!
Newbies – We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
March – 2019 Video
Financial Planning Tip (s) –
IRS Dirty Dozen
Each year the IRS publishes their top dozen tax scams, here in our post we cover all dirty dozen tax scams to be aware.
Our top three are their first three-
Which are the ones we see most frequently!
For the record, we have seen way less this year than in years past!
Choose Beneficiaries Carefully Part II
Here in our Part II beneficiary post, we discuss the two most common types of designations you will likely see on Beneficiary paperwork, Per Stirpes (flows to heirs, irregardless of survivors) and ProRata (funds only to survivors) and once again as a reminder that Beneficiary language will over ride Wills and other types of Estate Planning documents – choose carefully!
Capital Market Comments –
Inverted Yield Curve
Here we spoke of the three hour inverted yield curve in a Break In abbreviated post. As an update, the yield curve has been inverted most of this week, making is a TRUE inversion.
We will have a detailed review soon, but again the importance of this event is the recession signaling prowess.
All recessions are not equal, and we highly suspect the next one will be a shallow one, but our radars are up.
Have a Great Day – Talk to you at the end of March!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents
Share this:
Like this:
Related