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
Category Reminder
Filing the Extension … Making ES Payments … The ES Coupon in your Tax Return …
J.K. Financial, Inc.
Why you need to know your Credit Score and where to get your Free Credit Report – Annual Reminder!
Take care of your Credit ... Annual Reminder to Check it!
Reminder – Money Moving Slower over Thanksgiving Holidays … Next Thursday is a Holiday and Friday Skeleton crews …. RMD’s Mostly Complete …
J.K. Financial, Inc. Holiday Slow Movement Reminder
Partial Holiday Reminder/Update – Market Effects …
J.K. Financial, Inc.
Why you need to know your Credit Score and where to get your Annual Free Credit Report – Annual Reminder!
Take care of your Credit ... Annual Reminder to Check it!
Form 5498 … Sneaky late arriving Tax Form can cause confusion … Reminder of purpose of said sneaky 5498 …
Form 5498 Reminder! Why this form is so late arriving ..
Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –
Homestead Exemption Property Tax Savings Reminder
Approaching last Quarter of 2024 … Great Time of the Year to Check Run Rate of Contributions to Retirement Plans or the Like, Here are the Numbers of where we should be!
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
Clients! Further Advyzon Explanation/Clarity, Nothing changing …. Annual Account Linked Reminder too … Friday …
In my excitement to announce the Advyzon Lemon Aid from Lemons software upgrade on Monday … there was confusion! This upgrade is totally on our end and will have no direct effect with you guys! We get better tools to…