The year is over… Wow, was that fast or what? As regular readers know we do a monthly review. Starting with this video we are going to also have an emphasis on describing our updates for those Podcast listeners. So if you do not have the ability to watch the video, the Audio Podcast of this review will bring you up to date and fill you in well.
Let’s finish 2016 with our December Financial Planning Tip and Economic Review.. Here we go!
Financial Planning Tip –
Tax Tips and more
The best part of these tips are they can be done now in the year 2017 and help our 2016 tax pain….
- SEP – Offsets 1099/Non W-2 Income
- HSA – Deductions for high deductible Health plans
- IRA – Oldie but a goodie-
- Roth – Special purpose retirement vehicle
- Itemize those Sales Taxes
Capital Market Movement
Everybody is happy?
We have spoken about the consumer and her role in pushing GDP (Gross Domestic Production) forward when happy… now take a look at investor confidence, again from our friends at Gallup…
Triple digits here we come ? Time will tell!
Have a Great start to 2017!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth