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.
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.
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!
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.
$treet-¢ents 
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:
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.
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
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