Happy Friday…. TGIF !!
While we look forward to each weeks challenges, ups and downs…. this one was a long one…..
A funny quote on Monday from Donald “The Brain” …. after tons of tech problems … “A Solid Monday!” … My response “Hilarious!” ,,,,, Not to be left out, Jen was in the same boat …. Monday was a toughie, but it was progressively was better as the week persisted! (Usually always is!)
Newsletter Completed Late Wednesday Night
Happily the Newsletter was completed Wednesday late night and sent to our NY Printers …
With some trepidation on possible law changes…we swung for the fences and carefully looked back into 2024 for things we can do today and left this year tax talk (2025) alone …. bets hedged! Some great new update Historical Research examples. we think you will like!
Ahhhh …. today is a Friday … and Next Monday is MLK day … Reminder …money will not move and most everything financial related will be closed including us…

Have a Great “MLK Holiday weekend” day!
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.


