Category Newsletters

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

Cut shot of Newsletter, Summer 2026 J.K. Financial, Inc Newsletter. Oil, CPI, Bond analysis, Tax Tips from 2025 season, Spoiled by quick Market recoveries, AI model Blackmail story, 30th annual Holiday announcement, Roth 401k mandate 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 .

John Kvale CFA, CFP
June 29, 2026

General Financial Planning, Investing/Financial Planning, Monthly Review, Newsletters

Getting ready for two Videos, Newsletter and June review, Wow it is really going fast!

Cut shot of Newsletter, Summer 2026 J.K. Financial, Inc Newsletter. Oil, CPI, Bond analysis, Tax Tips from 2025 season, Spoiled by quick Market recoveries, AI model Blackmail story, 30th annual Holiday announcement, Roth 401k mandate reminder, By John Kvale CFA CFP

Some time back, we purposely adjusted the Newsletter schedule in order to get off the regular Quarterly treadmill and have more of a News, Tax, Events, and as needed longer form, longer term delivery. We still really like the novelty…

John Kvale CFA, CFP
June 26, 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 .

John Kvale CFA, CFP
February 25, 2026

Debt - Debt Management, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Personal, Podcast, Retirement Planning, Video

Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP

Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities

John Kvale CFA, CFP
December 8, 2025

Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Podcast, Retirement Planning, Tax Related, Video

Summer 2025 J.K. Financial, Inc. Newsletter … All About New Tax Laws … By John Kvale CFA, CFP

Summer 2025 J.K. Financial, Inc. Newsletter - Analysis of New Tax Laws

John Kvale CFA, CFP
August 13, 2025

Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Podcast, Retirement Planning, Tax Related, Video

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

John Kvale CFA, CFP
January 22, 2025

Annual Reviewed, General Financial Planning, Investing/Financial Planning, John Kvale, Newsletters, Personal

Tis the Season for New Years Resolutions/Goal Making, a preview … Newsletter in the works! … New Front Door? … A Happy Friday the 13th …

J.K. Financial, Inc. Simple Goals, Newsletter, Front Door, Friday 13th

John Kvale CFA, CFP
December 13, 2024

General Financial Planning, Insurance, Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Video

Q4 2024 J.K. Financial, Inc. Newsletter … Homeowners and Auto Insurance Rates Skyrocketing … Early Investors Tips of Building and Keeping Good Credit … Party at the Arboretum Saturday November 23 1-3 PM !! … By John Kvale CFA, CFP …

Q 3 2024 J.K. Financial, Inc. Newsletter

John Kvale CFA, CFP
October 2, 2024

Donald Capone, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, John Kvale, Market Comments, Newsletters, Personal, Podcast, Tax Related, Video

Q3 2024 J.K. Financial, Inc. Newsletter … The Tug of War Economic Situation … Inverted Yield Curve Breaks Record … Beneficiary RMD … What we are doing this summer and Bet you didn’t Know! … Party at the Arboretum … By John Kvale CFA, CFP …

Q 3 2024 J.K. Financial, Inc. Newsletter

John Kvale CFA, CFP
June 26, 2024

Early Investors, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Podcast, Retirement Planning, Social Security, Tax Related, Video

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber

John Kvale CFA, CFP
March 22, 2024