Black Friday tips from a personal experience … Know your prices if possible!
J.K. Financial, Inc. Black Friday Tips
John Kvale CFA, CFP
Investment Professional managing a Total Wealth Practice firm in Dallas Texas with clients in 20+ states in the USA and 6 different countries around the world. Avid golfer, marathoner and hopeful ironman competitor. Married with two children.
See you guys tomorrow at the Party … Shhh, will get in trouble for this, but ok for last minute RSVP until noon today ! Newsletter on Go for next week … Friday before travels sports and Holiday week!
J.K. Financial, Inc.
Reminder – Money Moving Slower over Thanksgiving Holidays … Next Thursday is a Holiday and Friday Skeleton crews …. RMD’s Mostly Complete …
J.K. Financial, Inc. Holiday Slow Movement Reminder
New Retirement plans and IRA Contribution Limits – COLA adjusted for 2026 …. About the same as prior year adjustments …
J.K. Financial, Inc. 2026 Retirement Contribution Limits
29th Holiday Party Reminder … 2026 Contribution Limits … RMD’s … Friday ..
Just a reminder, one week from tomorrow is our 29th Annual Holiday Party! New Contribution Limits The IRS issued their annual update for Cost of Living Adjustments this week: More details soon! RMD’s – Required Minimum Distributions Taking a bit…
A 50 Year Mortgage ! Hmmm …
J.K. Financial, Inc. 50 Year Mortgage
RIP Dad …. It was a wonderful run !!! 97 Years Long !!
On Sunday November 2, 2025 “Dad!” who has been featured several times here in this venue, moved on to the next chapter….. This announcement … on this venue was on and off, but with so many of you so close…
Thoughts from the SKY on the way back from the Conference … Hopefully … Friday …
The whirlwind of a conference is always a fresh reminder of just how many places one can be at the same time…or at least try!! As you read receive this… HOPEFULLY the airplane will be in flight and a seat…
Countries with Most Nobel Prizes… From Visual Capitalist …
J.K. Financial, Inc. Nobel Prize
October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP
October 2025 Review by John Kvale