Third Quarter 2022 Review, Patience as we look back and forward
Third Quarter 2022 Review Fourth Quarter Look Ahead
Category Clients/Clients Only
Holiday Party Save the Date Re-reminder … The Newsletter Begins … Early Fall Friday …
Save the Date November 19th at 2 PM Dallas Museum of Art
Oddly Timed ES Payment Due Date … Q3 ES Payment Due September 15 2022 ! Eight Days from Today!
Q 3 ES Payment Due Date Reminder
A Very Productive Week … Finishing Touches on Neat Holiday Party Venue … Continued Office Updates … First Travels of Late/Post Summer Next Week … Friday
Fun Holiday Venue Coming Soon
How we bring so many original ideas in this format to you? Back Handed Compliments Accepted …
Thanks for the questions on our original content
Clients/Clients Only – No action letters coming to your mailbox – Electronic to paper statement update …
No Action Letters on the Way - Electronic to Paper Delivery Update
July 2022 Financial Planning and Capital Market Review – Back to Basics Tax Return PLANNING – Legacy Health Coverage – Feds Pickle – Yield Curve Inverts – By John Kvale CFA, CFP
July 2022 Review - Tax Planning -Legacy Health Options - Recession - Pickle
Have you worked at a legacy company for a number of years? You may be eligible for some type of legacy health insurance from them !
Possible Bridge Health Insurance Options
Last Summer Get Away on the Horizon …. Friday
Last summer Vaca's on the Horizon
Why the Fed may be in a Pickle! CPI Inflation Hot … But Economy Slowing … According to Feds Own Research
Fed Pickle Situation