Proxy Season is Here … Why We Vote For You and What to Do if You are Receiving Proxy Information … Friday …
Stop the Proxy Mailings!
Category Annual Reviewed
Form 5498 … Sneaky late arriving Tax Form can cause confusion … Reminder of purpose of said sneaky 5498 …
Form 5498 Reminder! Why this form is so late arriving ..
April 2025 Financial Planning and Capital Market Audio Video Review … Donor Roth … EE Bonds … Bianco Candor … By John Kvale CFA, CFP –
April 2025 Review by John Kvale
Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!
Give a Roth, likely Better than being spent!
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
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
February 2025 Financial Planning and Capital Market Audio Video Review … Taxes, Six Saving Ideas for 2024, Statements … Early Investors Estate Planning … Tariffs Explained, Market Effects Reminder … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
January 2025 Financial Planning and Capital Market Audio Video Review … Homestead … Generations in 10 years … Humble Forecasts … By John Kvale CFA, CFP – Cool New Intro and Music!
January 2025 Review By John Kvale
Q4 2024 Review and Private Policy Statement
Well, that’s a wrap for 2024! Looking back over the last quarter of the year and the complete year for that matter, what an interesting journey it was. After concerns from the prior two years on the effects of one…
Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –
Homestead Exemption Property Tax Savings Reminder