Tag Social Security

General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security

SS COLA – Social Security Cost of Living Adjustment – Not just for those drawing benefits – 2.8% Increase!

J.K. Financial, Inc. Social COLA

John Kvale CFA, CFP
October 27, 2025

General Financial Planning, Investing/Financial Planning, John Kvale, Personal, Retirement Planning, Social Security, Tax Related, Tom Clark

A Word about Social Security Longevity … Not as bad as many may say … Easy Means Fix …

J.K. Financial, Inc. Social Security Longevity Analysis

John Kvale CFA, CFP
September 17, 2025

Estate Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tax Related

It’s finally here, the new tax bill that is! First looks and Very Early Initial thoughts … Much more analysis to come!

J.K. Financial, Inc. Tax Bill Update -First Look

John Kvale CFA, CFP
July 9, 2025

Annual Reviewed, Investing/Financial Planning, Retirement Planning, Social Security

Why you should Check your Social Security Statement – No Matter your age! Confirm you received credit for your Payments/Earnings History!

Double Check that Social Security Statement

John Kvale CFA, CFP
June 25, 2025

Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Tom Clark Social Security Expert Fairness Act Information … Friday …. Flu … Careful out there !

Farness Act Tom Clark

John Kvale CFA, CFP
February 7, 2025

Investing/Financial Planning, Retirement Planning, Social Security

Cost Of Living Adjustment (COLA) for Social Security 2.5% in 2025 … Pensions, and expect other increases …

The Social Security Administration (SSA) recently announced the Cost of Living Adjustment (COLA) increase starting in 2025 for those receiving Social Security benefits… Copilot created this nice chart of the last quarter century COLA adjustments…. The lockdown years inflation, which…

John Kvale CFA, CFP
October 16, 2024

Early Investors, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Podcast, Retirement Planning, Social Security, Tax Related, Video

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber

John Kvale CFA, CFP
March 22, 2024

General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tax Related

Discouraging talks of new Tax Laws! Until they’re implemented just ignore them!

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. While it…