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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2025 and 2026
  • Back to Basics
  • Contact Us
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Category Retirement Planning

  • Investing/Financial Planning, Retirement Planning

Time to confirm you are maxing your retirement plans — 401k, 403(b), 457 type plans!

Make sure you are maxing your 401k

  • John Kvale CFA, CFP
  • September 16, 2015
  • Investing/Financial Planning, Retirement Planning, Tax Related

Fund a Roth? … Versus Deductible IRA … Might be surprised!

Roth V IRA

  • John Kvale CFA, CFP
  • March 30, 2015
  • General Financial Planning, Investing/Financial Planning, Retirement Planning

FORMER EDS/HPQ Employees, You May have a new Pension Decision if You have not Started Your Monthly Pension Benefits

EDS/HPQ Pension Option

  • John Kvale CFA, CFP
  • February 23, 2015
  • Interest Rates, Investing/Financial Planning, Market Comments, Retirement Planning

Higher Rates Soon … Told Ya

Higher Short Term Rates Reiterated

  • John Kvale CFA, CFP
  • January 21, 2015
  • 2 Comments
  • General Financial Planning, Investing/Financial Planning, Retirement Planning, Tax Related

RMD ALERT : If your DOB is 1-1-44 through 6-30-44 … THIS IS FOR YOU!

Delayed RMD

  • John Kvale CFA, CFP
  • December 8, 2014
  • 1 Comment
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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
 

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