BREAK IN – Financial Processing Bottlenecks Continue
We mentioned earlier, but want to reiterate that we are seeing slowing of processing especially manual (think human touch processes) as we near the end of the year.
DO NOT PROCRASTINATE any unique financial transaction as there is likely a slow player somewhere in the Financial Food chain! Curve balls happen, but really try to anticipate any unusual Financial movements you may have from here to years end… it will make for a much less stressful ride to the finish line!
Party, it’s a Party Party – Tomorrow DAC 3-5 pm
We look forward to seeing all of you at the party tomorrow at DAC from 3-5 PM…
We lucked out on the weather and as such will have an indoor and outdoor area to meet and greet… Moving closer to Norm once again! YAY
Crooks are NOT on Holiday
As mentioned here, the travel schedule has happily fired back up, for the record in a very quick time…
With a two day turnaround trip to another state about two weeks ago, the large Fraudulent charge was not a surprise and caught immediately….
The second immediate charge of slightly different amount but to the same company slipped through the cracks as a slow processing of the original charge…. Well done there Mr. Crook…. but no harm done…
Needless to say, the Crooks are out in full force…. Oh… and for the record a new Travel Only Card is in the works for just this type of defense …
Friday Before Thanksgiving Week – Office Hours
Ahhhh…. Today is a Friday heading into a Thanksgiving Day Week…
With the kids off the ENTIRE week for the first time ever, we will be loosely covering the office in alternating shifts, thanks to tethered technology… (None of us are 100% on where we will actually be, thanks again Mr. Technology!)
Expect MAYBE one last posting of the most popular video EVER, Blooper’s Happy Thanksgiving!
Have a GREAT Friday, enjoy your day, weekend, and restful Holiday Week Next Week!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth