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  • Back to Basics
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$treet-¢ents
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Holiday Weekend Reminder … Tax Statement Update … Newsletter … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 13, 2026

Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!

Give a Roth, likely Better than being spent!

  • John Kvale CFA, CFP
  • February 11, 2026

The first in a series on AI – Artificial Intelligence … The “Jarvis” moment … First users mistakes ! Lessons for all … In 72 Hours, a mess!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 9, 2026

Snow melting … End of a busy week … Possible next week topics ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 6, 2026

Latest Cyber Phishing and email scam examples … A lot of them! Be careful and keep your guards up!

As mentioned in our preview post last week… and the first “REAL” good example then…. the Cyber tricksters are out in full force… After a…

  • John Kvale CFA, CFP
  • February 4, 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, CFP

December 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • February 2, 2026

Retry on Overconfident Snow spill … Preview of REALLY good Spam – Be Careful … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 30, 2026

From the Conference …. The Storm did come – Overconfident Blooper Fall & Terrific Audio …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 28, 2026

Tax Time Lines … Important Dates … 2026 Super Tax Sheet …

J.K. Financial, Inc. Tax Stuff

  • John Kvale CFA, CFP
  • January 26, 2026

Temps to Drop across the US … National slow internet … Promised Tax items Monday along with hopeful departure to Vendor Event ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 23, 2026
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Latest Videos
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
Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFPDecember 8, 2025
November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFPDecember 1, 2025
October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFPNovember 3, 2025

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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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