Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!
Give a Roth, likely Better than being spent!
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.
Market Comments – The boy that cried wolf? Nope! China Counters … Friday …..
Sometimes we hope that we are incorrect, but this time as mentioned here and again here in our video and one more time here, we are not surprised by Capital Markets drama … In true, the “Boy that Cried Wolf”…
The Wait is Over, Good to File those Tax Returns …
J.K. Financial, Inc.
March 2025 Financial Planning and Capital Market Audio Video Review … Snail like Corrected Tax Forms … Transcript … Slowdown Explained … Faster Market Participants … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
Still Waiting on Corrected Tax Forms … Possible Market Winds Next Week … The 20 Year old Adventurous daughter lands in Tokyo for four months … Friday …
Tax forms Update – Crickets Not blaming others, but we do not control Corrected Tax forms and they were supposed to be out this week… So Far… Crickets… Next week we move forward by mid week no matter … Thanks…
As a last resort for your Tax information reported to the IRS – The Transcript … What Why and How to get yours if needed!
J.K. Financial, Inc. Requesting an IRS Transcript
Cheapest and Most Expensive places to travel in 2025 from our buds at Visual Capitalist …
With a change of seasons approaching, thought a lighter post would be fun, especially those that enjoy journey to unique places. This cool visual comes from our friends at visual capitalist! Hope you enjoy, not very familiar with the less…
Federal Reserve gives no hints, Interest rates take note, Next Week hopefully Greenlight for Filing Taxes, Happy Friday !
This week, the federal reserve met and basically gave no hints at what they were thinking as far as rate decreases or holding steady. They did release the dot plot, which is the estimate of where rates will be, although…
Why we review and keep a copy of your Tax Return, ESPECIALLY this Year’s ! Reminder – Be sure to send! IRS STATS: Total Returns filed, Collection Category, Examinations …
J.K. Financial, Inc. Tax Return Review IRS Tax Stats
Contra Rally Reminder … Corrections Defined ….
Watch the Contra's