Hello and Welcome to our May 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!
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!
May 2022 Video
Financial Planning Tip(s)
Back to Basics Series – Estate Planning – No Fears of Fancy Terminology
In our continued fun “Back To Basics” Series here we discuss Estate Planning…
From the post:
Rather than go into the complexities of all of the documents, keeping with our “Back to Basics” theme, we are going to go into what you need to think about to easily complete all of your Estate Documents. Don’t worry about the fancy legal and financial terms, if you can answer the following few questions, your Estate Documents can be easily completed …
The hardest part of doing an Estate Plan is just starting…. Go ahead and read this post if you have been procrastinating its not hare once you start!
Lump Sum Offer Reminder
After running into an unusual offer from a Pension Buy Out, we reminded ourselves these generally come in Waves….
In this Pension Buy Out Reminder post we discuss the most important items…
Trust But Verify, offers can be wildly in accurate!
Capital Market Comments
Look Forward, Not Back
In this early month post here, we discuss Jerome Powell’s 180 turn from stimulus to brake and in particular as it relates to interest rates…
Then again in a similar post an update on Interest Rates….
While counter intuitive, as the FOMC/Jerome Powell raise interest rates, historically interest rates eventually fall as the Brake action kicks in and slows the economy
Have a Great Day, Talk to You at the End of June!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth