Part Two In a Series – ETF’s (Exchange Traded Fund) V Mutual Funds ….
J.K. Financial, Inc.
Category Retirement Planning
It’s finally here, the new tax bill that is! First looks and Very Early Initial thoughts … Much more analysis to come!
J.K. Financial, Inc. Tax Bill Update -First Look
Midyear Q2 2025 Review – Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates
J.K. Financial, Inc. Midyear Q2 2025 Review - Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates
Why you should Check your Social Security Statement – No Matter your age! Confirm you received credit for your Payments/Earnings History!
Double Check that Social Security Statement
International Markets Perk Up …
J.K. Financial, Inc. International Markets
Careful when reinforcing bad habits …. A Sports and Market metaphor …
J.K. Financial, Inc. Don't reinforce bad habits or take them for norm either!
Tax Season Reflections while it is still fresh … Remember this Friday is a Holiday!
J.K. Financial, Inc. Tax Season Reflections, Holiday Reminder
Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!
Give a Roth, likely Better than being spent!
Tom Clark Social Security Expert Fairness Act Information … Friday …. Flu … Careful out there !
Farness Act Tom Clark
Q1 Winter 2025 J.K. Financial, Inc. Newsletter … Multiple Awards … Allocation Change as Contributions Become Draw … Buffett Analysis … Still time for 2024 Tax Savings … HSA Update – Patience … By John Kvale CFA, CFP
Q 1 Winter 2025 J.K. Financial, Inc. Newsletter