Category Tax Related

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

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

John Kvale CFA, CFP
April 1, 2026

Clients/Clients Only, Investing/Financial Planning, John Kvale, Personal, Tax Related

Corrected Tax documents mostly done … Items creating overpaying of taxes as we hit the home stretch, some possibly never recovered ! Friday – Available to send documents over the weekend !!

BREAK IN – Corrected Tax forms for us are clear so far and we likely will not have more later in the season! Green Lights to file! – Literally so focused on the findings almost forgot to tell you!! With…

John Kvale CFA, CFP
March 27, 2026

General Financial Planning, Investing/Financial Planning, Market Comments, Tax Related, World Political

Private Credit … Crude mood … Ready to file finish line … Friday …

J.K. Financial, Inc.

John Kvale CFA, CFP
March 20, 2026

General Financial Planning, Investing/Financial Planning, John Kvale, Personal, Tax Related

Last Spring Break … Corrected Tax Forms Update – Flood of Tax Related Cyber/Scam – Slow when clicking – IRS Dirty Dozen! … Friday …

J.K. Financial, Inc. Corrected Tax Forms Update - Flood of Tax Related Cyber/Scam - Slow when clicking - IRS Dirty Dozen

John Kvale CFA, CFP
March 13, 2026

General Financial Planning, Investing/Financial Planning, Tax Related

Turbo Tax Possible Glitch … First Corrected 1099 … Friday …

J.K. Financial, Inc.

John Kvale CFA, CFP
March 6, 2026

Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

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 .