Overzealous Spam Filter on New System … HUGE Social Security COLA … 5.9% to Be Exact, Wow…. COLA Pension Recipients Check Your Benchmark… Birthday Week – Jen and Donald Same Day Yesterday, Happy Birthday Guys … Friday Before Busy Virtual Conference Week

Our summer project this year was to replace our server, update our office Wifi with greater speed and security as well as move our email system to a new more secure platform…

All this wonderful security and speed has led to an occasional overzealous spam filter…. we are validating all emails as safe, but the super sonic spam filter still grabs them every once in a while… please re-email us is you do not hear from us in short order… apologies for the accidental Ghosting, we thought we had this all fixed, but two instances in the last two weeks led to this announcement….

Big COLA Increases

Back in late July of this year, we warned here of possible GREAT news for Social Security and COLA Pension Recipients….

On Wednesday (10-13-21) the BLS (Bureau Of Labor Statistics) released the final month of the third quarter CPI-W which gave the average for the third quarter and is used to calculate the COLA (cost of living adjustment) for next year’s (2022) Social Security Benefits….

From this Release :

Social Security National Press Office Baltimore, MD
Cost-of-Living Adjustment (COLA):
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2020 through the third quarter of 2021, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 5.9 percent COLA for 2022.

Pension recipients, check that benchmark … you may have a nice surprise awaiting next year … YAY!


Always try to do something unique for the office Birthday’s … but some how we ended up with two on the exact same day…. Wow… tough creativity all at once…

Happy Birthday Jen and DC the Brain… You guys are great!

Friday Before Full Week of Seminars and Welcome Learning

Today is a Friday and next week we have a full week of Virtual Seminars and Fantastic learning… Looking forward to it for sure… Will bring you any important details in short order…

Have a Great Weekend, Enjoy your Friday and 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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