Proxy Season is Here … Why We Vote For You and What to Do if You are Receiving Proxy Information
Stop the Proxy Mailings!
Category General Financial Planning
ODTE Zero Dated To Expire – Advanced Analysis – Zero Date to Expire Options …
ODTE's Explained and Analysis
January 2023 – YES Already One Month Down – Financial Planning and Capital Market Review – Roth Donation – Homestead – Contra Rally reminder – By John Kvale CFA, CFP
January 2023 Roth Donation, Homestead, Contra Rally Reminders
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
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,
Q1 2023 J.K. Financial, Inc. Newsletter … Estate Tax Law change Heads Up …. Higher Rates for Longer from Stubborn Lagging CPI Inputs … Personal Reflection … By John Kvale CFA, CFP …
Q 1 2023 J.K. Financial, Inc. Newsletter, Higher Rates, CPI, Estate Law Changes, Reflections
How Snowflakes are Formed … Very Relevant in Our Neck of the Woods recently… Preview of more AI (Artificial Intelligence) and good ole Federal Funds Rate (Increase this week)
Ya ya … it was 100+ degrees for like 60 days this summer….those afar go ahead and giggle (many have already jabbed- tha’s cool and deserved – haha)… in the 20’s suddenly and the schools in our area were closed…