Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
Category Retirement Planning
March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP
March 2026 Review by John Kvale
Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFP
Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .
Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!
Give a Roth, likely Better than being spent!
December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFP
December 2025 Review by John Kvale
Planning for Mandatory 401k Roth Catch up Rules of 2026!
J.K. Financial, Inc. Catch up 401k Roth Mandate
New 401k Catch Up Rules in 2026 ! Friday ….
J.K. Financial, Inc. Mandatory Roth
FOMC Lowers short term rates, A new term “RMP” from the FOMC, Closer to year end … Friday
J.K. Financial, Inc. Lowered Rates and new Term RMP
Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP
Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities
Newsletter at the presser – Some interesting Topics … Friday …
The Newsletter is on its way from our New York printer back here to the south …. Lots of different subject matter this time. We touch on major probability of Economic, Interest Rate movements… heck even the new FOMC chairman…