Presidents Day Weekend
Today is a Friday…. Monday is a Presidents Day Holiday … making for a long weekend with Bank and Government closings as well…
With the Banks closed, Monday will also be a no go of money movements…. Just a reminder!
Tax Statements
The 1099 Miscellaneous aka the whole enchilada is processing and likely either in your mailbox or close … For those looking for a jump start, the first sight of these larger tax documents will be electronically in your personal Vault or Regular Account View….
Corrected Reminder – Ohhhh…the everlasting Corrected tax statement … Either through technology improvement or better reporting from Asset companies, the Corrected runs are MUCH smaller the last few years – Hoping no Jinx here, will give you regular updates as we receive clarity on the first Corrected run!
Newsletter
The bullets are in, the outline is almost done… AI will make an appearance, along with cool last years still able to save Tax Topics and money saving ideas !!
Ahhhh…this is all next week, Enjoy the day and have a good Long Weekend if the shoe fits !!
John A. Kvale CFA, CFP
AI Content Authenticity: AI created the splash 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.
