The Winter 2025 Newsletter is at the NY pressers…
With our off quarter delivered Newsletter, we have more time to focus on the most prevalent topic at the moment!
Lots of Tax information considering the time of year and duties/time lines in the sand we all have over the next few months! An update to an AI brief posted here, but with more land on the Newsletter and updates, more information.
Look for a full Video review with our all new intro and music – hope you enjoy!
Travels Abound
Next weeks calendar has travels on the docket, but happily tethered electronically and the office will be in full force with Jen at the helm….
Ahhhh…. all of that is next week, have a good Friday, spring is subtly in the air here in the South …buckle up, its going VERY fast!
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.
