See you guys tomorrow at the Party … Shhh, will get in trouble for this, but ok for last minute RSVP until noon today ! Newsletter on Go for next week … Friday before travels sports and Holiday week!
J.K. Financial, Inc.
Tag Holiday Party
29th Holiday Party Reminder … 2026 Contribution Limits … RMD’s … Friday ..
Just a reminder, one week from tomorrow is our 29th Annual Holiday Party! New Contribution Limits The IRS issued their annual update for Cost of Living Adjustments this week: More details soon! RMD’s – Required Minimum Distributions Taking a bit…
Save the Date! 29th Annual Holiday Party, Dallas Athletic Club, Saturday Before Thanksgiving November 22cnd, 3-5 PM
J.K. Financial, Inc. 29th Annual Party
November 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party Pics … 401k COLA Increases … FINCEN filing suggestion … Big response from Oracle Makes us go Hmmm … By John Kvale CFA, CFP
November 2014 Review By John Kvale
Pictures from the Party, Thanks to Attendees, Thank you Mother Nature … Special Thanks to Jen and The Brain …
J.K. Financial, Inc. Holiday Party Thanks
Holiday Party Reminder – Nov 23 from 1-3 PM Dallas Arboretum ! Look forward to seeing everyone!! GATE 2 VIP ENTRANCE SUPER EASY PARKING !!!
John A. Kvale, founder of J.K. Financial, Inc., a fee-only financial planning and total wealth management firm in Dallas, Texas, expresses hope for favorable weather while promoting a happy party. The post also highlights VIP entrance parking and includes the firm's online presence with "jkfinancialinc" and "street-cents."
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
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 describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…
Q4 2024 J.K. Financial, Inc. Newsletter … Homeowners and Auto Insurance Rates Skyrocketing … Early Investors Tips of Building and Keeping Good Credit … Party at the Arboretum Saturday November 23 1-3 PM !! … By John Kvale CFA, CFP …
Q 3 2024 J.K. Financial, Inc. Newsletter
Save the Date – 28th Annual Holiday Party (Wow Time Flies) – Back by Popular Demand (Retry from another Mother Nature Flexing) – Dallas Arboretum – Saturday November 23rd, 1-3 PM Tour the Park until 5 PM …
To the many new clients, we do an Annual, (nothing business related) Holiday Party!!! We alternate, every other year at a local Golf Course which tends to be a bit more formal and a fun Kids special year…. This year…