Hello and Welcome to our May 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!
May 2024 Video
YouTube
Financial Planning Tip(s)
Do We have a Clue – Comprehensive Loss Underwriting Exchange
In a fun post from a few years ago that was picked up in USA Today and ABC News… we remind of the ins and outs of claiming damages…
T Plus One (T+1)- Faster Moving Money
In todays improving Technology…. It is about time, funds are starting to settle faster….
This from our T Plus On Post Early in May:
It is literally amazing how many times an urgent need to transact money movement on or around the weekend, not to mention a Holiday Weekend, which is coming up one week from today! This change makes these unusual needs easier to navigate! Whew….
Bottom line, money will move faster now! Which when we least expect it can be a delightful surprise!
Check and Know Your Credit Score Annual Reminder
Later in May we remind those, go ahead and take a moment to check your credit report… ESPECIALLY if you have any reason to believe something has changed….
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.
Have a Great Day, Talk to You at the End of June !
John A. Kvale CFA, CFP
AI Content Authenticity: AI was used to create the Blob picture – All of the following written content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note so when used.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
