Sharpening the Saw at the Financial Planning Association Annual Convention …. Getting Closer to POOL time …

Thursday and Friday of this week were dates for the annual convention of our local Dallas/Fort Worth Financial Planning Association (FPA), the organization that makes up the Certified Financial Planning (CFP) designation….

We make great efforts to always make the event, and we did so this year …

Sharpening the Saw

Sometimes it can seem that we end up in a bubble of our own thoughts unless we get out and hear what others are saying, especially the so called “Experts” in our field….

It is nice to learn new ideas and especially nice when we hear of other “Trending Techniques” in the industry that we are already using…

Here is a neat chart from Thursday’s session that reminds us of the current income tax rates….

Tax Bracket Chart

There were over an hours worth of techniques around managing these rates … WAY more than can be explained here …. but all useful in certain situations….

With a fairly heavy week of information, we will ease your eyes and let you ride into the sunset of the weekend without further complication… we WILL bring some of this information to the forefront in the not too distant future… so your not off the hook completely…haha

Pool Time ? ALMOST!!!!

Having a totally outdoor family … and no Pool, the opening of local Pools is exciting….

It’s not here yet, but just one more week … Can’t wait !

Have a Great “Almost Pool Time” Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.



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