Clients/Clients only: Email of Expired Instructions …. Cyber back at it with Medicare Breach …
J.K. Financial, Inc. Expired Instructions no action needed
Category Clients/Clients Only
Save the Date – 30th Annual Holiday Party – SUNDAY November 22nd Celebrations start at 1 pm!
J.K. Financial, Inc. 30th Annual Holiday Party - SUNDAY November 22nd Celebrations start at 1 pm!
Q2 2026 Review – Geopolitics … Unwind the rewind … New Sheriff Walsh … Mid-Terms and 30th Annual Holiday Party …
J.K. Financial, Inc. Q2 2026 Review
Complete AI pontifications that this weeks email cut … Annual Reminders of Money Linking Clients/Clients only… Flying solo next week!! Friday …
J.K. Financial, Inc. AI Pontification Money Linking Notification
All Original articles, all the time, spelling and grammatic errors included …. From Visual Capitalist – AI written articles over take Human for the first time!
J.K. Financial, Inc.
Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …
J.K. Financial, Inc.
Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
Spring Tax Cleaning ideas … Lowering OUR and the IRS tax notifications … The ACAT/Consolidation of Statements … Preview Automated ES Statement … Friday
J.K. Financial, Inc. ACAT Reminder
Corrected Tax documents mostly done … Items creating overpaying of taxes as we hit the home stretch, some possibly never recovered ! Friday – Available to send documents over the weekend !!
BREAK IN – Corrected Tax forms for us are clear so far and we likely will not have more later in the season! Green Lights to file! – Literally so focused on the findings almost forgot to tell you!! With…
Holiday Weekend Reminder … Tax Statement Update … Newsletter … Friday …
J.K. Financial, Inc.