John Kvale CFA, CFP

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.

More Work Flow Updates, Clients/Clients Only, The Proxy Vote – We Vote So You Do Not Have to AND Save Costs, Environment, Mailbox Space … Friday A Little More than a Week from Personal Tax Deadline …

AI Content Authenticity: AI used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below…

New Follower Explanations – ANOTHER Dribble of Corrected 1099’s – Hold Off in Tax Filing if we have not Already – Whew … So far so good! … Long Weekend, Friday Holiday!

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. Our large…

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber