IMPORTANT UPDATE! Oddly, Year End Movement of Money by Financial Institutions has Greatly Slowed … Don’t Wait Until the Last Minute On Moves

While there is usually a rush near the end of the year, one in which we try and stay well ahead of by starting things early on in the month and even late November.

We wanted to warn everyone that all of our financial contacts in almost every corner of the financial world are for some reason very very backlogged.

This may be a function of continued remote work or extra movement by the general populace or a combination of both.

Most importantly if you have any type of financial movement, especially on the personal side, do not wait until the last minute to make a move as it likely will not make cut off.

We are experiencing items that just as recent as last year took 24 hours, are taking up to a week if not longer.

Please take this as a warning and not wait until the last minute especially on year end dead line items.

This was so important that we actually bumped our Wednesday detailed post to Friday so it will be unusually complicated, but again wanted to get this out to you!

Have a Great “Snail Moving Financial Aware” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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