Looks like this is going to be one of those years where a plethora of laws come down the Pike right at year end…. Not so long ago we had to totally trash and re-write a complete Newsletter due to last minute changes!
Those with especially good memories may recall we were contemplating a seasonal Newsletter IE. Winter Summer Fall …. The aforementioned new rules are pushing us over the edge of trying to accumulate and articulate the changes… So expect the all New Winter 2024/2025 Newsletter later this month… but not too much later… heck our Tax Cheat Sheet cannot even be completed yet!
Happy 97th Birthday Today! Dad!
Have a Great Start to the week and start to 2025!
John A. Kvale CFA, CFP
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
