The Unsubscribe Button … Preview of the US Dollar … Cheers to the 18 Year Old Holiday Party Photographer … Friday …
J.K. Financial, Inc.
Category Investing/Financial Planning
Shutdown Update … a Rational Capital Market Reaction?
J.K. Financial, Inc. Shutdown Update
Here come the RMD’s and the Portfolio Tax Adjustments shortly thereafter … Just a reminder!
RMD‘s (Required Minimum Distributions) are the government’s way, of not letting us ride the no tax/pre-tax contributions wave of qualified investment accounts for longer than they want! Today’s RMD‘s for individually owned accounts you must begin drawing at age 73…
Partial Holiday Reminder/Update – Market Effects …
J.K. Financial, Inc.
Government Shutdown Update … Monday Holiday Sorta … Back in the Saddle … Early Fall Friday …
Having problems with my decimal place lately (some bad calcs on the new Donation .05% floor post – all fixed now) thought it worth a short note/update on the Government Shutdown calc – Each day the Government is shutdown for…
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!
More Cyber theft … Texts, Credit Card, Email … Keeping our collective Guards up!
As the email kicked through the cell upon landing for the trip… several odd charges were spotted…. Upon further review, more than several – after a call to the Credit Card Company, new cards are on the way and being…
Government Shutdown Re-Update, an Interesting GDP Statistic … Fun Travels Ahead Next Week …
J.K. Financial, Inc. GDP Interesting Stat
September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFP
September 2025 Review by John Kvale
On the edge of making a Charitable Donation EITHER this year or next? Do it this year, here is why! .05% Tax Floor in the Deduction starting in 2026 – Not effect IRA Donations for RMD purposes …
On the edge of making a Charitable Donation EITHER this year or next? Do it this year!