SS COLA – Social Security Cost of Living Adjustment – Not just for those drawing benefits – 2.8% Increase!
J.K. Financial, Inc. Social COLA
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.
The Unsubscribe Button … Preview of the US Dollar … Cheers to the 18 Year Old Holiday Party Photographer … Friday …
J.K. Financial, Inc.
Shutdown Update … a Rational Capital Market Reaction?
J.K. Financial, Inc. Shutdown Update
Here come the RMD’s and the Portfolio Tax Adjustments shortly thereafter … Just a reminder!
RMD‘s (Required Minimum Distributions) are the government’s way, of not letting us ride the no tax/pre-tax contributions wave of qualified investment accounts for longer than they want! Today’s RMD‘s for individually owned accounts you must begin drawing at age 73…
Save the Date! 29th Annual Holiday Party, Dallas Athletic Club, Saturday Before Thanksgiving November 22cnd, 3-5 PM
J.K. Financial, Inc. 29th Annual Party
Dream Careers … From our Buds at Visual Capitalist … 11,500 Kids at 12-15 Polled aka Generation Alpha …
For Girls Doctor still remains the second most popular choice of the nearly 11,500 children age 12-15 (Generation Alpha) with Lawyers falling near single digits…. For boys of the same age, Doctor is a fourth choice with Lawyer falling into…
Partial Holiday Reminder/Update – Market Effects …
J.K. Financial, Inc.
Government Shutdown Update … Monday Holiday Sorta … Back in the Saddle … Early Fall Friday …
Having problems with my decimal place lately (some bad calcs on the new Donation .05% floor post – all fixed now) thought it worth a short note/update on the Government Shutdown calc – Each day the Government is shutdown for…
Third Quarter 2025 Review – FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!
J.K. Financial, Inc. Third Quarter 2025 Review - FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!
More Cyber theft … Texts, Credit Card, Email … Keeping our collective Guards up!
As the email kicked through the cell upon landing for the trip… several odd charges were spotted…. Upon further review, more than several – after a call to the Credit Card Company, new cards are on the way and being…