Veterans Day ! Large banks, Bond Market, Federal Offices closed today! Thank you for your service!
Sneaky ES Q2 Payment Due Date Reminder
LLC Mandatory aka FINCEN Filing aka Beneficial Ownership aka Corporate Transparency Act (CTA) – New Mandatory Filing by 12-31-24 … Questions in light of Election, Due to timing No Change in thoughts! Holiday Party Reminder – this is Family year!
Sneaky ES Q2 Payment Due Date Reminder
Oracle of Omaha interesting Moves … Warren Buffett cash building worth noting … Things that make you go hmmm …
Sneaky ES Q2 Payment Due Date Reminder
IRS Releases 2025 401k and other retirement limits … As expected not much of a change …
With an end of the week turnaround visit last week south … Finally getting to visit after Mother Nature had her way during the prior…
October 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party … Honors … FINCEN … By John Kvale CFA, CFP
Hello and Welcome to our October Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we…
Most Used AI – Artificial Intelligence… Our usage thoughts …
With the AI (Artificial Intelligence) train steam rolling along and certain companies literally betting the farm on the future of it …. We saw this…
FINCEN LLC Beneficial Ownership, New End of Year Mandatory filings update … What we have learned so far, mostly good news!
As mentioned previously here and here …. there is a new law that thus far, is mandating Filings of LLC’s ownership information by 12-31-24. This…
After compliance approval …. We are Happy To Announce Money Magazine Financial Planner Award … D Magazines Wealth Managers and Financial Planners Awards …
As you guys know we do not bump up against the edges of the rules…. Due to very new regulations initiated about awards, honors, and…
New Tax Rates are Out …. Initial 2025 Adjustments, Smaller than years past …
Earlier this week the IRS released the new basic tax table adjustments… think of this as inflation adjusting tables and certain rates. You may notice…
Top 10 Retirement Savers States…. Top 10 Retirement States, No crossovers… From Visual Capitalist …
While we can certainly take shots at the conclusion of these, and many may disagree with the total number in each category, it is interesting…