Category Tax Related

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

Winter 2026 J.K. Financial, Inc. Newsletter … RMD … Charitable Giving tricks and reminders … QDC’s … ETF Explosion – Good Bad and Ugly … Ripley’s Sigourney Weaver … AI overbuild ? … By John Kvale CFA, CFP

RMD ... Charitable Giving tricks and reminders ... QDC's ... ETF Explosion - Good Bad and Ugly ... Ripley's Sigourney Weaver ... AI overbuild ?

John Kvale CFA, CFP
November 4, 2026

General Financial Planning, Investing/Financial Planning, Retirement Planning, Tax Related

BREAK IN: PHP AI WEBSITE VULNERABILITY … Coming soon, RMD (Required Minimum Distribution) Season … Friday from afar

BREAK IN: On Wednesday of this week an earlier found AI vulnerability in PHP protocol which is used by 70% of websites, including our formal website of J.K. Financial, Inc. and this blog, was leaked and the race was on…

John Kvale CFA, CFP
October 23, 2026

General Financial Planning, Investing/Financial Planning, Tax Related

Above the line very specific “Cash Only” Charitable Donation deduction even if you do not itemize ! All new for 2026 tax year, $1k single, $2k Joint …

Graphic banner titled "2026 Tax Year Above the Line Very Specific Cash Only Charitable Donation Deduction Even if you do not itemize!" with an illustration of cash being placed in a donation box. Key bullet points highlight eligibility for qualified nonprofits, maximum deduction limits of $1,000 individual and $2,000 joint, the strict "cash only" rule excluding non-cash items/services, and the recommendation to keep good records. Branded for JK Street Cents: Smart Money. Real Life.

J.K. Financial, Inc. Non itemizer Charitable deduction option

John Kvale CFA, CFP
October 19, 2026

Advanced Analysis, General Financial Planning, Investing/Financial Planning, Market Comments, Tax Related

Operation “Baby” Twist … IRS sending notices all of the sudden! … More FIMA soon … Friday

J.K. Financial, Inc. Baby Twist - IRS notices

John Kvale CFA, CFP
August 21, 2026

Clients/Clients Only, General Financial Planning, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning, Tax Related, World Political

Q2 2026 Review – Geopolitics … Unwind the rewind … New Sheriff Walsh … Mid-Terms and 30th Annual Holiday Party …

J.K. Financial, Inc. Q2 2026 Review

John Kvale CFA, CFP
July 15, 2026

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

Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder 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 .