October AND November 2023 Audio Video Review, Taxes Deductions and Contributions for 2024, Your Favorite Team Analysis – By John Kvale CFA, CFP
August 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Category General Financial Planning
Last Friday Before Thanksgiving … 27th Annual Party Reminder … Black Friday Thoughts … Office Hours, Today, Next Week, Electronically Tethered…
Today is a Friday, and WOW at times like this, time really shows how fast it is going… at least on our side of the perch…. Tomorrow is our 27th Annual Party… we hope to see everyone there, thanks in…
US Has More Spare Bedrooms than Ever Before …. From Apartment List … Why and who has them too…
Apartment List Research Department hit our in box earlier this week with an interesting statistic…with Copyright permission from earlier, we are gladly sharing…. Hope you find it as interesting as we do! From Apartment List – More Spare Bedrooms than…
Eight Weeks left in 2023… Wow… That was Fast …. Great Time of the Year to Check Run Rate of Contributions to Retirement Plans or the Like, Here are the Numbers of where we should be!
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
2024 Preview of New contribution limits (Tiny Increase?) … Clients/Clients Only Post Merger RMD’s … Time Change We think ?? YEP!
What inflation? According to the IRS… Certainly not going to argue with a raise, but WOW is it tiny! From this IRS press release on Nov 1, 2023: Highlights of changes for 2024 The contribution limit for employees who participate…
2600 Office Buildings in 138 Cities…. Current Occupancy is Exactly 50% … Kastle Back to Work Barometer …. Likely the new norm?
Kastle a nationwide security provider….. obviously with their hands on some of the most interesting data: Office Occupancy With 2600 buildings in 138 cities…. the current occupancy rate is 50%! Check out the 2020 Comps versus 2023 broken down by…
GDP (Gross Domestic Product) Q3 2023 Advanced Release … Headline Versus Second Look of Release…. Defense Spending …
On Thursday, October 26, 2023, the BEA (Bureau of Economic Analysis) released the Advanced Estimate aka first try at the Q3 2023 GDP for the US Economy…. As a quick reminder, GDP is one of the broadest measures of US…
“Don’t just do Something…. Stand there!” … Back from the skies …. Charity Event …. Friday Before Halloween …. Be Careful Out there!
With the conclusion of a fast and furious, but VERY fun trip over the last 36 hours…. Back in the saddle … kinda for the last day of the week…. an interesting topic occurred while on the trip…. Early am…
September 2023 Audio Video Review – Break In – Merger Update – Shutdown Averted, For at least 44 Days – Meet the Koyfin – Financial Planning and Capital Market Review – By John Kvale CFA, CFP
August 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Q4 2023 J.K. Financial, Inc. Newsletter … Good News on Interest Rates for Pensions and Pension Recipients, What? … Don’t Fight the FED Are we Fighting the Fed? Yes … Important True-Up Reminders for Year End Deadlines i.e. 401k … Handy Cyber Tips and Tricks … RMD Age Date Changes and Others … By John Kvale CFA, CFP …
Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber