Welcome to our Video and Audio Podcast Review of our Q 1 2020 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.
Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page
This, our lead financial planning article for the newsletter-  With the subject of inheritance and the taxability of it occurring multiple times in the most recent quarter, the idea for this article spawned.
After completing the initial article, a continuation article idea also occurred which made the second part of the inheritance subject matter about being separate property.
We hope you enjoyed both articles and this was our lead financial planning articles.
All about the Car
In another fun personal financial planning two – part article, long desired, but fearful of writing …this article discusses the car, should you buy or lease and how to do so. Again, a second article occurred at a chance meeting in an airplane with a former law officer watching me finish the first article on the airplane!
In doing the research for these articles we ran across a really cool car research site, and mentioned some great buying resources as well.
Recession Thwarted – Capital Market Thoughts
To ignore new evidence in our minds is silly even if it goes against the grain of what you may have been saying!
In this article we review a CFA speaker’s slide about lowering rates during a recession and his conclusion. Bottom line, we’ve not been a big fan of lowering rates during economic growth, but an inverted yield curve which is highly predictive of a coming recession, along with lowering of rates, according to the speaker and the enclosed chart leads to a thwarting of the recession.
We hope we are wrong on this one and the speaker is correct!

Reach back to last year’s taxes in savings you can do now
In this article we discuss the remaining tax savings ideas that we can do this year, that will help last year’s taxes-
The SEP – Simplified Employee Pension
HSA – for the Health Savings Account
IRA – An oldie but a Goodie if it’s available to you
Roth – While not a tax saver you can do it now for last year’s taxes
Itemized itemize itemize – With today’s high standard deductions you may not be able to itemize but we remind that it’s a good idea to stay in shape as it’s likely these itemize deductions may come back in the future
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.
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Q 1 2020 Extended (12 Page) Newsletter Video Audio Podcast Review By John Kvale
Welcome to our Video and Audio Podcast Review of our Q 1 2020 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.
Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page
Let’s get going!
All New Pictures, Intro and Exit Music !
Q 1 2020 Newsletter
Click for PDF/Printable Version
Is Inheritance Taxable ?
This, our lead financial planning article for the newsletter-  With the subject of inheritance and the taxability of it occurring multiple times in the most recent quarter, the idea for this article spawned.
After completing the initial article, a continuation article idea also occurred which made the second part of the inheritance subject matter about being separate property.
We hope you enjoyed both articles and this was our lead financial planning articles.
All about the Car
In another fun personal financial planning two – part article, long desired, but fearful of writing …this article discusses the car, should you buy or lease and how to do so. Again, a second article occurred at a chance meeting in an airplane with a former law officer watching me finish the first article on the airplane!
In doing the research for these articles we ran across a really cool car research site, and mentioned some great buying resources as well.
Recession Thwarted – Capital Market Thoughts
To ignore new evidence in our minds is silly even if it goes against the grain of what you may have been saying!
In this article we review a CFA speaker’s slide about lowering rates during a recession and his conclusion. Bottom line, we’ve not been a big fan of lowering rates during economic growth, but an inverted yield curve which is highly predictive of a coming recession, along with lowering of rates, according to the speaker and the enclosed chart leads to a thwarting of the recession.
We hope we are wrong on this one and the speaker is correct!

Reach back to last year’s taxes in savings you can do now
In this article we discuss the remaining tax savings ideas that we can do this year, that will help last year’s taxes-
We hope you enjoy … talk to you in the Spring !!!
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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