As a reminder we will gladly send you a copy of your Tax forms or send directly to your Tax Professional should you desire… Very little information is completely shown and of course your Social Security number is covered for security purposes…
We had ONE – yes ONE corrected 1099 Misc in the first round… this is good news and the lucky one already knows who they are….. if you are really itching to file (maybe have a refund waiting) this is your SOFT Green light to file – unlikely to have more corrected’s hoping no jinx here…..
The Newsletter is dominated by a handy Social Security Article that is for all – young and old… tease tease…
All kidding aside, most of the Newsletter is happily completed already and very informative… we have a bit of space left that will most likely be filled with a few interesting Graphs that we have come across… possible valuation analysis….
Anyway, the Newsletter is looking good and we think you will like it too!
Next week is the last week before Spring Break and Jen is hitting the slopes early next week as we stagger our out of town schedules…
With a tough schedule leading into Spring Break, my plan is to try for a bit more R & R – and stay lightly tethered only… but that is the week after next….
Ahhhhh … it is a Friday, heading into a weekend where I need some rest…. Enjoy yours!
Talk to you next week after a recharged weekend!
Have a Great Friday and Weekend!
John A. Kvale CFA , CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth