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Wow guys, you are all great…. With bit more duplicate out of the office time this Spring Break (Next week) and confusing duplicate tax forms from the merger… our post on Wednesday was a new thought and garnered tons of inquiries which we gladly handled…. THANK YOU ALL for reading, reaching out, and the nice comments…while only away from the office for a short time, we are happy to help nudge tax work and other items down the line … again, many thanks..
Newsletter
It is underway, and our editor has been told several times ALMOST finished, only to get pushed back, happily by requests from the afore mentioned great participation in our Spring Break heads up – yay –
Trying for an early release as there are helpful Pro-Tips on taxes and other timely items! Stay tuned, doing my best here!
We have a new section called Early Investors that will be a regular part of the Newsletter…. while Social Security, retirement, taxes and laws will still be prevalent, with a wonderful influx of earlier investors, some next gen from long timers, some just new, but all welcomed, expect fun pertinent thoughts here and in the Newsletter to continue!
Ahhh…today is a Friday and tomorrow the journey begins… talk next week …remotely, but tethered!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
