Category Clients/Clients Only

Clients/Clients Only, Investing/Financial Planning, Reminder

Reminder – Money Moving Slower over Thanksgiving Holidays … Next Thursday is a Holiday and Friday Skeleton crews …. RMD’s Mostly Complete …

J.K. Financial, Inc. Holiday Slow Movement Reminder

John Kvale CFA, CFP
November 19, 2025

Clients/Clients Only, Investing/Financial Planning, Retirement Planning, Tax Related

29th Holiday Party Reminder … 2026 Contribution Limits … RMD’s … Friday ..

Just a reminder, one week from tomorrow is our 29th Annual Holiday Party! New Contribution Limits The IRS issued their annual update for Cost of Living Adjustments this week: More details soon! RMD’s – Required Minimum Distributions Taking a bit…

John Kvale CFA, CFP
November 14, 2025

Clients/Clients Only

Save the Date! 29th Annual Holiday Party, Dallas Athletic Club, Saturday Before Thanksgiving November 22cnd, 3-5 PM

J.K. Financial, Inc. 29th Annual Party

John Kvale CFA, CFP
October 17, 2025

Clients/Clients Only, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Third Quarter 2025 Review – FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!

J.K. Financial, Inc. Third Quarter 2025 Review - FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!

John Kvale CFA, CFP
October 8, 2025

Clients/Clients Only, Cyber, General Financial Planning, Investing/Financial Planning, Tax Related

Q 3 ES Payment for 2025 Reminder : This Monday September 15th! Annual Linking of Accounts Reminder/Notice … New Machines Coming at the office – Why and why you may want to check yours ?

J.K. Financial, Inc. ES PMT Reminder

John Kvale CFA, CFP
September 12, 2025

Clients/Clients Only, Cyber, Investing/Financial Planning, John Kvale, Personal

CYBER REMINDER – It’s Summer, Keep Your Guards up – Watch out for “RATS” – Remote Access Tools – A Clever Vendor Text but with a flaw … Friday !

J.K. Financial, Inc. CYBER REMINDER - It's Summer, Keep Your Guards up - Watch out for "RATS" - Remote Access Tools - A Clever Vendor Text but with a flaw ... Friday !