After our mid-week reminder post about tax forms and contributions that can help last year (2023) taxes …. a note from the field was a super reminder on where to find electronic tax forms… Your Electronic Vault will have all…
Just a quick reminder that just because the calendar has turned… tax deductions are not all lost… SEP IRA and Roth are Still Available SEP’s aka Simplified Employee Pensions are basically beefed up iRA’s that offset 1099 income… go for…
The second Saturday night of January 2024, a seemingly harmless night turned into another Emergency fund reminder… Valet not being a favorite and this long time Mexican food family favorite with a tiny Valet lot, led to the usual and…
December 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Just after the turn of the calendar, we listened to Jeffrey Gundlach of DoubleLIne … a mostly bond shop owner, give his review of 2023 and expectations for 2024….the following slide was plucked from his 87 slide deck…. As a reminder,…
Regular followers likely already know our fondness of Visual Capitalist… Newbies, we like Graphic analysis as it is easier to digest quickly in today’s fast paced world… Visual Capitalist is one our favorite sources as they have tons of different…
While this is a REPOST – actually the Fourth time it has been posted now… it is timely and only one week old…and has a funny AI created picture…. Have a good weekend….back to normal next week…wanted to get caught…
About two years ago, March 2022 to be exact, the Federal Reserve led by its chief, Jerome Powell embarked on the fastest interest rate increase in history based on a percentage basis. For the holiday seasons or holiday cheers, the…
Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber
New Site, New Year - YAY
