Category General Financial Planning

Q3 2024 J.K. Financial, Inc. Newsletter … The Tug of War Economic Situation … Inverted Yield Curve Breaks Record … Beneficiary RMD … What we are doing this summer and Bet you didn’t Know! … Party at the Arboretum … By John Kvale CFA, CFP …

Q 3 2024 J.K. Financial, Inc. Newsletter

Midweek Holiday Reminder – Juneteenth … Summer Travels ahead? Don’t forget to use the USPS Postal stop mail system and set up your informed delivery at the same time!

Reminder this Wednesday is a relatively new Holiday, Juneteenth- Capital Markets, Federal Government Offices, the big banks (a few were open last year but the biggies are closed this year … This post was triggered by the creation of our…

May 2024 Financial Planning and Capital Market Audio Video Review – Do We Have a CLUE?, T+1, Credit Score … By John Kvale CFA, CFP

Hello and Welcome to our May Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

April 2024 Financial Planning and Capital Market Audio Video Review – Proxy Reminder – BENE RMD Waiver – The $ Blob, By John Kvale CFA, CFP

Hello and Welcome to our April Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

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…

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