Tax Time Lines … Important Dates … 2026 Super Tax Sheet …
J.K. Financial, Inc. Tax Stuff
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.
Temps to Drop across the US … National slow internet … Promised Tax items Monday along with hopeful departure to Vendor Event ….
J.K. Financial, Inc.
Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients
J.K. Financial, Inc.
Holiday Weekend – Monday MLK … Preview of Homework for you guys … Friday …
J.K. Financial, Inc.
Groundhog Tariff Talk Reminder … Watching Interest Rates among other items ….
J.K. Financial, Inc. Groundhog Tariff
Q 4 ES Payment for 2025 Reminder: This Thursday January 15th, 2026!
J.K. Financial, Inc. ES PMT Reminder
Tariff talks possible today … Friday of first full Week of 2026!
J.K. Financial, Inc.
Top Words of 2025 from Visual Capitalist !
J.K. Financial, Inc.
December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFP
December 2025 Review by John Kvale
2025 Year Review … 21000 Views over last few years … Top Post and Video Review for the year!
J.K. Financial, Inc. 2025 Blog Review