Newsletter Begins, Cliff Notes of Q1 2023 …. Friday

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.



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