Top 50 Websites in 2023, From Visual Capitalist … Feeling Well but from the Road!
Top 52 Websites of 2023
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.
Give a Kid a Roth … A Donor’s Heads up/Reminder!
Give a Roth, likely Better than being spent!
Tax Time Reminders … Friday
Reminders on Tax Forms Delivery Dates
M2 Turns Negative for the First Time and that’s a Long Time!
M2 Turns Negative for the year, Frist Time Ever!
529 to Roth Possible New Rule from Secure Act 2.0 … Long weekend … Friday the 13th!
529 to Roth Possibilities
Look out Educators … AI (Artificial Intelligence- Chat GPT) Takes Education System by Storm … Uh oh!
Here comes AI sentencing!
Fourth Quarter 2022 Review, Bill(s), Rates, Bills and Sunshine – Private Policy, Annual Offerings
Fourth Quarter 2022 Review Fourth Quarter Look Ahead
ES Payment Reminder … Confirming another “NEW” RMD (Required Minimum Distribution) age of 73 … First Week in the Books … Was a busy but good one!
RMD's moved out another year, ES Tax Payment Reminder
December 2022 Financial Planning and Capital Market Review – Secure Act 2.0 – By John Kvale CFA, CFP
December 2022 Review, Secure Act 2.0 and Rates,
Happy New Years! A Simple Start to 2023!
John A. Kvale CFA, CFP Founder of J.K. Financial, Inc. A Dallas Texas based fee only Financial Planning Total Wealth Management firm. jkfinancialinc street-cents