With the turning of the Month to the last one of the year…. Can you guys believe that? Wow…The Newsletter writing begins….
On a personal note, if in a rush, the brain does not seem to be as clear…. the totally opposite of those meeting the constant overnight deadlines… not sure how they do it…
A Modern Monetary Theory is included, something very negatively seen from my perch before, but in trying to view from all angles, worth a detailed review…
Lots of new much higher retirement contribution level amounts, a complete “Well Formatted” list is hopefully in the cards…
Some sunsetting of Estate Tax Levels coming in 2026 – ya we are planners, that will be here before we know it…. a review of the changes looks to make the cut…
Ok…so there you have the Cliff Note’s version of the Q1 2023 Newsletter and how the sausage is made…haha
Today is a Friday heading into a first December Weekend … Enjoy and talk next week!
If you made it this far, you will also notice I forgot to set this post time… Glad its a Friday! Better late than never!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
