With full week two in the books (not to worry, we will not count them all down- just knocking the dust off) a reminder that Monday is a Capital Market, Bank and Government Holiday …
Martin Luther King Day
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Next week …
Preparatory Homework –
Taxes –
Schedule i.e. Expected dates of information, due dates and other important lines in the sand… Also the rollout of our Tax Sheet for 2026! Yay – just what you all have been waiting for … I know Nerds … spade a spade
Our New Software –
On the verge of the first travel event of the year – The Software – Allows us the ability to reach out to those that we do not have records/copies/updated important documents like Estate Documents – Look out we will softly touch those with missing information! More importantly, gives us almost instant access from anywhere to this information if you need it!
Ahhhhh….that is all next short week, starting Tuesday … Have a good weekend – Talk then !
John A. Kvale CFA, CFP
AI Content Authenticity: AI created the Uncle Sam image. 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.
