Hello and Welcome to our March 2021 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
Hope you enjoy!
March 2021 Video
Financial Planning Tips
Two Handy Reminder Posts – Credit Report and Social Security Earnings Credits
We had not one but two really good reminder posts over the last four weeks, on which is featured in the Newsletter in great detail and one that is a handy annual reminder – hat tip DK!
Here in this post we highlight why and how you can check your credit report. This is a really good thing to do at least annually to see if there are any barnacles attached to your credit, thereby lowering it and possibly causing other costs in your life to increase i.e. as mentioned in the insurance.
Here in this second post and again also featured in the Newsletter, why you should check to make sure you are getting credit for those hard earned tax dollars being sent to the Social Security Administration AND very importantly a reminder to look for missing credits in your history!
Stimulus Check Update
In this post, we detailed the planning techniques associated with the third round of $1400 stimulus checks and what to watch out for as well as the new cliff thresholds of phase outs… further detailed with the following chart:
Capital Market Comments
Maximum Macro Economics Coming Soon
Not every trying to be a trend setter or first into the pool – we accidentally beat most of the regular commentators here in this post to the fact that there are likely some VERY HOT ECONOMIC numbers coming our way.
These will occur due to easy comparisons associated with the drop in Economic activity about a year ago as well as continued lift off as we open up for business once again.
There will be interesting dialogue in the Headlines – Be for warned much of this may be skewed by the afore mentioned!
Have a Great Day, Talk to You at the End of April!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth