Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP
Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities
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.
Newsletter at the presser – Some interesting Topics … Friday …
The Newsletter is on its way from our New York printer back here to the south …. Lots of different subject matter this time. We touch on major probability of Economic, Interest Rate movements… heck even the new FOMC chairman…
Genesis Project, Department of Energy AI Collaboration
J.K. Financial, Inc. Genesis Project
November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP
November 2025 Review by John Kvale
Happy Thanksgiving …. “Link” to Most Popular Video Ever …
J.K. Financial, Inc. Happy Thanksgiving!
Black Friday tips from a personal experience … Know your prices if possible!
J.K. Financial, Inc. Black Friday Tips
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…