Fed Week, Tough Decisions … New “Happy Bank” Back Stop Facility – The BTFP – Bank Term Funding Loan Program … Bank Headlines Continue – Reminder Thought On Late Cycle Headlines …
BTFP - Bank Term Funding Loan Program Created
Category Retirement Planning
February 2023 – Financial Planning and Capital Market Review – Tax Preparation(s) and Reminders – ODTE’S (What?) – Advanced Analysis Series – When Good Economic News is Bad – By John Kvale CFA, CFP
February 2023 Personal Tax Return Advanced Analysis Good News Bad
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
Give a Kid a Roth … A Donor’s Heads up/Reminder!
Give a Roth, likely Better than being spent!
529 to Roth Possible New Rule from Secure Act 2.0 … Long weekend … Friday the 13th!
529 to Roth Possibilities
Fourth Quarter 2022 Review, Bill(s), Rates, Bills and Sunshine – Private Policy, Annual Offerings
Fourth Quarter 2022 Review Fourth Quarter Look Ahead
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…
Seasons Greetings, Happy Holidays, Merry Christmas …. Financial stuff “Heads Up” Secure Act 2.0!
Happy Holidays... Heads Up on Congressional Bill, Secure Act 2.0