Form 5498 Notice – Again
While we reminded a few ago here ….this email hit the inbox yesterday morning, so they are arriving at different times… just a quick re-reminder, as this can cause confusion – The late arriving Form 5498 that is!
Rental Car Crash Update
Next week an update on the Rental Car Accident, that we thought was over, but reared its ugly head…. Tips from the latest experience- you will enjoy the complete update- promise!
Heads Up on Likely Contact for To Do Items
With a stack of “Catch Up” items on our lists…. This is a Heads Up – we will be working through all of those items you may have forgotten – we have not and will be reaching out soon! None urgent, but a great time to get all completed!
Ahhhh…all of that is next week, as we head into the final week of prison (school) according to the 17 year old Junior – Have a good weekend, fun Friday and talk next week!
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.
