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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2025 and 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …

A broken wooden bridge with smoke rising from it over a river during sunset.

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 1, 2026

Updated Inheritance Statistics on Heirs succession … Failed at trying to refute … Preview of Part 2 – Prepare in advance, some tips from the years!

Black dominoes arranged in a large circle falling under spotlight on dark background

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 29, 2026

Travel season tips Part 2 … Flights … Cards and Points …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 27, 2026

Inheritance Statistics Preview … Oils prices count … Spring Friday …

A fantastic article from two Universities hit the streets in the last week about Inheritance…. and the next generations saving of said inheritance …. Not…

  • John Kvale CFA, CFP
  • April 24, 2026

Travel season tips …. Tripit … Short Term Rentals … Part 1 …

J.K. Financial, Inc. 2026 Summer Travel Tips Part 1

  • John Kvale CFA, CFP
  • April 22, 2026

Like it or not Robots are coming … Half Marathon winner … Companies making and shipping …

Robot crossing finish line winning Sunrise Half Marathon with time 01:21:58

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 20, 2026

Oil, Risk, US Dollar/DXY/Dixie … The Speed continues but works both ways … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 17, 2026

Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 15, 2026

Filing the Extension … Making ES Payments … The ES Coupon in your Tax Return …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 13, 2026

Spring Tax Cleaning ideas … Lowering OUR and the IRS tax notifications … The ACAT/Consolidation of Statements … Preview Automated ES Statement … Friday

Illustration showing spring tax cleaning with tax documents, deductions, badges, and financial items

J.K. Financial, Inc. ACAT Reminder

  • John Kvale CFA, CFP
  • April 10, 2026
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Latest Videos
March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFPApril 1, 2026
February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFPMarch 2, 2026
Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFPFebruary 25, 2026
January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFPFebruary 2, 2026
December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFPJanuary 5, 2026

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Background

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.

Important Disclaimer

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!
 

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