January 2017 Podcast Video, Financial Planning Tip and Economic Review- By John Kvale

How Many times have you entered something with the date of 2016 ? If you are like me, SEVERAL…

Here is your January 2017… yes, new Month and new Year, Monthly review!

As a reminder, last month we started with an Audio Podcast format for those that are unable to SEE the video or just prefer to listen to the audio… this makes the review slightly longer, but more descriptive.

Enjoy!

January 2017 Video

 

Financial Planning Tip –

Job Change/Retirement Checklist

Thanks to all of the fantastic comments, shares, views and thank you’s .. here is a brief summary of the actual super popular post:

  • Grab that Last paycheck– .
  • RSU -Options- Grants – Don’t let them expire
  • Employee Stock Purchase Plan-Make sure you have control
  • Deferred Comp–May be a taxable event, find out when
  • Pension – Be Knowledgeable
  • Health Coverage– Don’t go a day without
  • 401k– Old take control
  • New 401k– Be aggressive
  • Severance– Understand it
  • Social Security Withholding – Watch the double withholding

The underlying theme is making sure you know where everything is and any time deadlines you may now have due to the change… Your Vault is a great place for all this information !

Capital Market Movement

Rate Watch Still

Interest Rates have moved smartly higher and seem to be holding… signaling higher growth? This is the 10 year treasury rate, the benchmark in many cases for length of rates.

1-30-17-0-year

Happy 2017!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com
JK Street Cents Logo

 

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