Homestead Reminder – New Primary Residence in 2021
In our “Reminder to Homestead” Post found here, we discuss/remind anyone who has established a new primary residence in 2021 to check out the Homesteading laws of your state.
Using our home state of Texas as an example, there are ample tax savings and no downside to homesteading your home!
Annual Credit Score Reminder
In this annual reminder post, we direct everyone their free annual credit report, with instructions on how to review your report and why it is a good idea to check that credit…….
From the post….
Why Do I need to Know or protect my score?
While you may not owe anyone, anything i.e. have a loan with anyone … well done by the way….. A bad credit score can still affect items such as your automobile and your homeowners premiums… no kidding (see this Forbes article.) We cannot blame them, there is data to check and it is their responsibility and ability to review it.
Bottom line a bad credit score or report may be costing you more money.
Capital Market Comments
CPI – Consumer Price Index Further Analysis
More hard comparables come in the form of inflated CPI numbers from last year..
In this post we discuss the large stimulus infusion this time last year and why it will be a giant headwind to further CPI increases….
Have a Great Day, Talk to You at the End of April! Still Going fast this year!!!
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.
March 2022 Financial Planning and Capital Market Review – By John Kvale CFA, CFP
Hello and Welcome to our March 2022 … 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!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
March 2022 Video
YouTube
Financial Planning Tip(s)
Homestead Reminder – New Primary Residence in 2021
In our “Reminder to Homestead” Post found here, we discuss/remind anyone who has established a new primary residence in 2021 to check out the Homesteading laws of your state.
Using our home state of Texas as an example, there are ample tax savings and no downside to homesteading your home!
Annual Credit Score Reminder
In this annual reminder post, we direct everyone their free annual credit report, with instructions on how to review your report and why it is a good idea to check that credit…….
From the post….
Why Do I need to Know or protect my score?
While you may not owe anyone, anything i.e. have a loan with anyone … well done by the way….. A bad credit score can still affect items such as your automobile and your homeowners premiums… no kidding (see this Forbes article.) We cannot blame them, there is data to check and it is their responsibility and ability to review it.
Capital Market Comments
CPI – Consumer Price Index Further Analysis
More hard comparables come in the form of inflated CPI numbers from last year..
In this post we discuss the large stimulus infusion this time last year and why it will be a giant headwind to further CPI increases….
Have a Great Day, Talk to You at the End of April! Still Going fast this year!!!
John A. Kvale CFA, CFP
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