After fielding several calls in the last week or so about Required Minimum Distributions (RMD’s) We wanted to remind everyone that due to our current situation all required minimum distributions have been waived for this year.
That does not mean that you cannot take funds out if you have a need or a want. This also does not cause us to have a double distribution next year, pretty much the best of both worlds, elective distribution if desired not mandatory if not wanted!
HAPPY THANKSGIVING Blooper
The most popular video ever was one that was literally almost a comedic uncut repeat attempt when the kids were much younger
Here is what they look like today…
Here is what they look like then, with your authors best attempts of trying to do a serious video – What eventually happened is an upload of all of the attempts much like you would see at the end of a movie or blooper!
Hope you enjoy likely the last year that we will show this, but we’ve said that for the last two or three years just too much fun especially given my seriousness and their lack of seriousness!
As we enter the Holiday Season, remember there can always be too much of even a good thing. Moderation may be best ESPECIALLY for those tangible items. This family lives a few blocks from us …. Moderation?
Think his next door neighbors will ever try to sell their house during the holidays? NOPE!
Travel and Office Schedule
Tonight the family and I jump a plane to the land of a big nose, tall ears, and a long tail. Thanks to some very special friends ( E&C M) we owe you much !
The family and I will be out all next week, returning early the following week, BEFORE the new year, just in case there are any last-minute items that need to be addressed.
Next week the office will be open, but bookended days off may make it tough to catch anyone here in person. Email is the best bet or leaving a voice message is fine too, as we are all tethered electronically.
While on the road we plan to make a family video, so do not hold your breath as the squeal is never better.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.