Clients/Clients only: Email of Expired Instructions …. Cyber back at it with Medicare Breach …

J.K. Financial, Inc. Expired Instructions no action needed

This post was planned for Friday, but given an email notice that we were unaware, we pulled it forward …

Many thanks to you guys for noting and reaching out to us about the following email:

Email notification from Charles Schwab informing the user that prior authorization instructions granted to their advisor have expired.

NO ACTION NEEDED

These are internal account journaling instructions, not banking. They also have not used in more than three years ….and are being sunsetted.

We had a complete list of expiring and for many we moved one penny from one account to the other in order to keep the instructions on file. Many of the instructions were not needed for the foreseeable future, and some had complications with moving a penny… so we did not keep them going…

What we did not know about this email that all of you would receive… again, thanks to all of you that gave us a “What is this?” We appreciate you reaching out… Safe over sorry!

Logo of JK Financial Inc. featuring the phrase '$TREET - ¢ENTS' with a stylized 'JK' in the center.

Cyber guys back at it

McKessen a medical information and supplier announced last week that ShinyHunters had a break in and several hundred million records were stolen…

It’s still very early in the process… BUT these guys are out there.

We will keep you posted, its very fuzzy at the moment.

Keep your guards up and do not click on any hotlink until you are sure it is real… If in doubt, give that possible source a call .. the good ole fashion way!

In a doing as I say moment… Cell, Watch, Remote log in, Workstation and Laptop (not kidding) all had upgrades – LAST NIGHT… I did them all, not something I like doing right before a road trip as it can often times cause initial problems with connections …. BUT given the current status of Cyber… Did them all!!

Logo of JK Financial Inc featuring the text '$TREET - ¢ENTS' and the initials 'JK' in a stylized font.

So a Friday on Wednesday post!

Not sure if the cool post we had teed up – 4% Theory/Draw will make the cut for a long weekend Friday…. We really want you guys to have time to read it… came out really good and a small rules/manifesto at the end….

Thanks again for all of you reaching out – Hence the pull forward of this post! Talk Friday before the Long Labor day weekend… OH…remember money moves slow and skeleton crews the remainder of the 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.

jkfinancialinc

street-cents

Logo of JK Financial Inc featuring a stylized 'JK' in black, with '$TREET - ¢ENTS' text in green above and 'JKFINANCIALINC.COM' in black below, set within a circular design.

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