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  • About
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  • Summary Tax Tables 2025 and 2026
  • Back to Basics
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$treet-¢ents
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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

States Considering Data Center Restrictions …. A Surprising group …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 8, 2026

Very last minute tax savings … Time is running out … All things Financial to slow including wires/ACH …

J.K. Financial, Inc. Finish Line Tax Expectations

  • John Kvale CFA, CFP
  • April 6, 2026

Holiday Week Reminder … On the Road QUICK trip … Thursday Post …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 2, 2026

March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP

March 2026 Review by John Kvale

  • John Kvale CFA, CFP
  • April 1, 2026

Making Sense of the Current Markets …. There is some logic!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 30, 2026

Corrected Tax documents mostly done … Items creating overpaying of taxes as we hit the home stretch, some possibly never recovered ! Friday – Available to send documents over the weekend !!

BREAK IN – Corrected Tax forms for us are clear so far and we likely will not have more later in the season! Green Lights…

  • John Kvale CFA, CFP
  • March 27, 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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